Global Equity Strategy: Small-Caps and Value Stocks Remain in Focus
We are reiterating our overweight recommendations on small-caps and value as we believe outperformance from these areas is likely to continue.
293 Views
Global Equity Strategy: Constructive Pullback; Overweight Value
As long as the MSCI ACWI (ACWI-US), ACWI ex-US (ACWX-US), and EM (EEM-US) indexes are above their respective intermediate-term support levels we...
221 Views
MGM China - Earnings Flash - FY 2020 Results - Lucror Analytics
MGM China’s Q4 and FY 2020 results contained no surprises and were in line with industry developments. We believe the company will not need to...
177 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
MGM China - Tear Sheet - Lucror Analytics
We view MGM China as "Medium Risk" on the LARA scale. The company holds a gaming sub-concession from SJM Holdings and owns two casino assets in...
196 Views