Active GEM Managers Claw Their Way Back - But Remain Underwater for the Year.
Global EM Active managers staged their 2nd consecutive monthly outperformance versus the MSCI Emerging Markets index in May, erasing most of the...
346 Views
Payments: Momentum Driving MercadoLibre Now; PayPal & PagSeguro Attractive on Growth & Fundamentals
The secular drive to digital payments is a boon for large Fintechs, and is reflected in the Paypal Holdings (PYPL US) and MercadoLibre Inc (MELI...
312 Views
Consumer Discretionary: China - The Only Engine Firing?
Allocations in Consumer Discretionary stocks hit a new all-time high again this month. Analysis of country positioning within the sector shows EM...
411 Views
IAC: 1+1 Is Supposed to Equal 2.
We have been examining the IAC/InterActiveCorp (IAC US) complex. Our headline take is we like ANGI ANGI Homeservices (ANGI US) and IAC as longs,...
441 Views
Match Group (MTCH): Tinder Can Burn
We have been examining the IAC/InterActiveCorp (IAC US). Our headline take is we like ANGI ANGI Homeservices (ANGI US) and IAC as longs, and while...
431 Views