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.
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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...
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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...
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Global Equity Strategy: Santa Claus Rally Underway
Our bullish outlook continues to be supported by ongoing positive market dynamics and the absence of breakdowns across indexes, and we continue to...
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Global Equity Strategy: Bullish Outlook Intact
Read our complete International Strategy document to find detailed comments and recommendations for each of our 12 Sectors.
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