Pullback Continues $ACWI; Stick With Defensives; More Countries With Improving Price and RS Trends
Pullback Continues $ACWI; Stick With Defensives. We continue to believe a 1- to 4-month pullback/consolidation is ongoing, and would look for an...
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Business Happenings in the Americas that May Be “Below the Radar” - Week Ending November 13, 2018
Highlights of significant happenings this past week include: Feeding the Dragon - Weichai Power (000338 CH) adds to its global stable of...
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Global Strategy: Opportunities Within Mobile Payments, Metals & Mining, and Utilities
We believe the secular mobile payments theme has room to run, and we expect related stocks to continue outperforming... see pages 2-4 for...
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Rakuten - More Good News
Although it had been mooted that Rakuten would be included in the Nikkei 225, there remain a good number of Osaka Stock Exchange stocks still...
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