IPO Stalker: Humanica, Software Dudes for HR Management
At the invitation of my ex-boss, I took a look and a small stake in Humanica PCL (HUMAN TB), a Thai software company founded by a PWC veteran. In...
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Infosys: Finally, a Closure on CEO Search and a Good Choice Under the Circumstances
Infosys Ltd (INFO IN) appoints Salil S. Parekh as CEO and Managing DirectorInfosys announced today that it has appointed Salil S. Parekh as Chief...
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Global Equity Pullback = Buying Opportunity
In today’s report we highlight the follow themes: As a whole, Europe continues to lag, but we like the price patterns—mostly multi-year bases....
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EM Continues to Escort Int'l Markets Higher
In developed markets, Europe offers textbook pullback opportunities, with indices like the STOXX 600 and DAX (below) testing 200-day moving...
412 Views
As China Digs for Growth, Can Korea Break Chaebol Dominance?
Both the surge in industrial commodity imports and excavator sales in February confirm the rebound in Chinese fixed investment led by...
622 Views