Midea (000333): Sell and Wait for the Robot
Investors are hopeful that the US-China Trade issues will be resolved soon, driving the share price up by almost 100% YTD when in reality, every...
330 Views
Toshiba: Approaching the End of the Buyback and the End of Net Cash
As Toshiba Corp (6502 JP) comes towards the end of its large year-long buyback (the company disclosed that it had purchased 85% of the value...
583 Views
Nissan-Renault-FCA: Working Toward Completing the Circle?
A Wall Street Journal article out Friday night Asia time has a scoop. Apparently, talks to change the structure of the Renault-Nissan Alliance...
513 Views
Global Equities Nearing Potential Resistance
we believe global equities remain in a state of purgatory and consolidation is likely to continue as several major indexes approach logical...
450 Views
Global Indexes Are Consolidating, EM Is Breaking Down
We remain constructive on global equities as the MSCI ACWI, ACWI ex-U.S., and EAFE indexes consolidate above their respective 200-day moving...
621 Views