U.S. Equity Strategy: Risk-On Rotations Vs. Weaker Seasonality; Russell 2000, Biotech, EM Improving
We are seeing signs of rotations back into more risk-on areas of the equity market -- a bullish sign for the broad market. Add to biotech, small-...
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Goldwin Climbs Further in Japan Health and Wellness Boom
While lifestyle outdoor brands look like one of the more vulnerable categories in the current crisis, Goldwin Inc (8111 JP)’s renaissance...
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L Brands: Sale of Victoria's Secret Helps Draw Attention to Bath & Body’s Success
It was reported by several news media outlets that the private equity firm Sycamore Partners Management LP has been in talks with L Brands Inc (LB...
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Gap Inc: Unlocking Value Through Old Navy Spin-Off and Restructuring of Speciality Stores
Earlier this year Gap Inc/The (GPS US) announced its plan to spin-off its underperforming brands. Under which the company intends to separate into...
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China's Luxury Market Set for Steady Performance Amid Unfavourable Market Environment
2016 was another bumpy year for China’s luxury goods market, plagued by the long-term impact of the anti-corruption campaign undertaken by the...
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