Global Equity Strategy: Bullish Outlook Intact
The MSCI ACWI index (USD) is breaking out to all-time highs while the MSCI EM index (local) is breaking above its prior highs from January. This is...
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Tencent Ending the Leyou Takeover Saga?
Leyou Technologies (1089 HK)’s long-drawn takeover saga is likely heading to a finale. Tencent Holdings (700 HK) is set to announce an agreement...
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Sony – Narrowing Down Potential PS5 and Xbox Series X/S Prices
Both Sony and Microsoft have been unusually tight-lipped about pricing for next generation consoles. Given the important role that pricing appears...
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Reliance-TikTok: Possible Realisation of Mukesh Ambani’s Dream of a Technology-Driven Company
In our previous insight Microsoft: TikTok Deal Could Be a Strategic Fit but Rumoured Deal of US$10-30bn Seems Overvalued , we discussed about...
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JAPAN PASSIVE: Who Owns What 2020?
There are many reasons why active investors in Japan should be interested in understanding the ownership and shareholder dynamics of passive...
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