Future Retail + Reliance - To Be, or Not to Be...
There has been substantial news-flow regarding the possibility of a deal between Future Retail (FRETAIL IN) and Reliance Industries (RIL IN) . We...
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Pop Mart IPO: Molly and Other Self-Developed IPs Fuel Strong Growth
POP MART (POP HK) , the largest and fastest-growing pop toy company in China, has filed for an IPO in the Hong Kong Stock Exchange. The company...
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ByteDance: TikTok Ban in India Casts a Shadow on IPO
The government of India on Monday (29th June 2020) announced that it was banning 59 mostly Chinese mobile apps including ByteDance’s TikTok and...
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Global Equity Chart Book: Stick With EM Over EAFE
With RS uptrends intact we continue to recommend Sector overweights to MSCI EM Technology, Consumer Discretionary, Health Care, and Communications....
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Global Equity Strategy: Stick With Technology
Global indexes remain overwhelmingly positive which is supported by the fact that there is a dearth of breakdowns. Overall our big picture view...
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