Global Equity Strategy: Overweight EM
Big-picture technicals offer a compelling outlook for equities -- in the long-run. Despite arguably stretched trends, especially in the U.S. and...
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HKEx – Not Leaving Well Enough Alone
* Traditional fundamentals within the legacy Hong Kong Exchanges & Clearing (HKEx) [388.HK] equities business continues on a positive upswing,...
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Breaking the Bank: Time to End the IPO Rort - Our Official Response
Our Insight last week detailed the issues that we planned to highlight in our response to FCA's consultation paper (“Reforming the availability of...
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London Stock Exchange / Deutsche Boerse: Can European Antitrust Assessments Cause a Deal Break?
London Stock Exchange (LSE) and Deutsche Boerse (DB) have confirmed the receipt of a Statement of Objections from the EC and the Phase II deadline...
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'America First' Agenda Remains Contradictory, Vietnam Trip Notes…
Wall Street has projected its wildest fantasies onto the largely blank canvas Trump provided, but this is politics reinvented as performance...
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