European Apparel, Accessory & Luxury Goods Stocks Are Heating Up -- Add Exposure
We continue to believe that equities in Europe and the UK are bottoming with the STOXX Europe 600 index breaking topside its 14-month downtrend....
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ANTA/Amer: Good Deal for Amer and FountainVest, a Poor Deal for ANTA
A consortium led by Anta Sports Products (2020 HK) launched a recommended public cash tender offer for Amer Sports Oyj (AMEAS FH) last Friday. The...
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Int'l Compass: Overweight EM; Actionable Themes in Europe and Japan
Bullish technicals continue to support our call to overweight EM. We highlight actionable themes, as well as pullback opportunities in Europe,...
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India Consumer Discretionary: Relaxo Footwear- Burden of Growth, Inflated Valuation
India’s second largest listed footwear maker with a track record of steady growth and improving profitability. Likely to be a beneficiary of GST...
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Sector Capsule: Womenswear in Japan
Headlines Marginal current value decline from 2015 to reach JPY3,416.8 billion in 2016 Women's office clothing benefits from growing number of...
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