Does LG Group Hold Leverage over Apple and Not the Other Way Around?
Apple needs LG more than vice versa? The current situation might force Apple to diversify away from Hon Hai faster than anticipated
273 Views
U.S. Equity Strategy: Risk-On Rotations Vs. Weaker Seasonality; Russell 2000, Biotech, EM Improving
We are seeing signs of rotations back into more risk-on areas of the equity market -- a bullish sign for the broad market. Add to biotech, small-...
249 Views
Global Equity Strategy: Stick With Reflation & Reopening Theme
Our bullish outlook remains intact supported by the absence of breakdowns across major global indexes. Until this changes, we believe global...
234 Views
LG Electronics' New JV (LG Magna E-Powertrain): A Strategy to Become a Supplier to Apple's EVs?
On 23 December, LG Electronics (066570 KS) announced that it will spin off its electric vehicles components business and form a major joint venture...
600 Views
Global Equity Strategy: Santa Claus Rally Underway
Our bullish outlook continues to be supported by ongoing positive market dynamics and the absence of breakdowns across indexes, and we continue to...
271 Views