Broad Indexes Violate Support But Bright Spots Remain; Buying Energy, Staples, and Utilities
We are highlighting Energy again because it is easily our favorite Sector. Additionally, defensive Sectors including Staples and Utilities display...
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Synergy Grid & Development Re-IPO - Negatives and a Look at Valuation
Synergy Grid & Development Phils (SGP) aims to raise up to US$350m in its Philippines (Phil) IPO. SGP indirectly controls over 60% of National...
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Synergy Grid & Development Re-IPO - Deal Background and Positives
Synergy Grid & Development Phils (SGP) aims to raise up to US$350m in its Philippines (Phil) IPO. SGP indirectly controls over 60% of National...
404 Views
Crude Oil and Copper Breakdowns Reinforce Our Concerns; Defensive Sectors Remain Attractive
Our cautious outlook is reinforced by ongoing developments. Relative strength improvement for defensives (Utilities, Staples, Real Estate, Health...
220 Views
UK: What Will Happen in the UK General Election?
Just over a year ago, we published UK Political Risk: Like It or Lump It . In the discussion, we cited a 33% chance of a general election in 2019....
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