Global Consumer Staples: Allocations at Rock Bottom as Growth Investors Flee
Allocations in Consumer Staples stocks are at decade-long lows. Average fund weights among active Global managers stand at 7.65% following an...
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TMT Weekly: 3 Things that Stood Out the Week of August 20, 2021
This week we take a look at Palantir's gold purchases, Intel's proposed capex spending, and Amazon's entrance into the Department store...
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10-Year Treasury Yield Below Key Resistance; Buying Utilities, Consumer Staples, and Steel Stocks
Cyclical value areas are improving, but so are defensives. In order to get more bullish, we need to see the 10-year Treasury yield break above...
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China Tourism Group A/H Listing Early Look - Over US$5bn Raising for a Monopoly on Chinese Tourists
China Tourism Group Duty Free Corp Ltd (601888 CH) aims to raise around US$5-10bn in its H-share listing in Hong Kong. It had 92.3% market share by...
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Seiyu: Back in the Mainstream Thanks to Rakuten
Online is only 3% of food retail in Japan but this is about to change fast. Amazon leads in this race but Rakuten is about to catch up through...
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