U.S. Equity Strategy: Major Indexes Testing Critical Supports; Buying Consumer Discretionary Stocks
Market dynamics have deteriorated along with the major averages, and many are testing critical supports; as long as supports hold we expect more...
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CarTrade Tech Pre-IPO - Acquisition Adjusted Growth Remains Low
CarTrade Tech aims to raise around US$300m in its India IPO. The company is backed by Warburg and Temasek, and claims to be the most popular auto...
197 Views
Sona Comstar IPO Trading - Strong Anchors but Tepid Demand
Sona Comstar (Sona) raised around US$761m in its Indian IPO. The company is backed by Blackstone, which held a 66.2% stake prior to listing.
226 Views
U.S. Equity Strategy: Small-Caps Re-Emerging As Leadership
We continue to see compelling signals that suggest risk appetites are improving, which is bullish for the broad market. As a result, we are moving...
189 Views
Japan Quake and Chip Shortages, Tough on Auto?
Will Saturday's Japan earthquake further disrupt the semiconductor supply chain? Early reports seem tame enough, but automobile manufacturers are...
190 Views