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...
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Tesla Into S&P - Rebal Details, and Implications for Vol and Active Portfolio Reconstruction
The TSLA S&P500 inclusion involves $150bn of direct flows and perhaps another $200-300bn indirect flows. It really is a MAMMOTH trade. And index...
571 Views
Last Week in Event SPACE: Haier, NTT Doco, Tesla, Beijing Jingneng, China Biologics, HK IPO Lock-Ups
The weekend is here! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed...
308 Views
Nissan – Finance Segment Supportive but Underperforming Peers
Nissan continues to underperform peers as it seeks to restore earnings quality by reducing fleet sales and while the process has been painful there...
287 Views
🇯🇵 JAPAN • Results & Revisions 11/12 McDonald's, Nissan, Hikari, H'hodo
• BEST & WORST • Thursday's best and worst pairing is Mcdonald's Japan (2702 JP) and ad agency Hakuhodo (2433 JP)..................
282 Views