Last Week in GER Research: Pindoudou, China Tower, Cango, Amazon, Aurora, Hope Ed., Ascletis and STX
Below is a recap of the key IPO research produced by the Global Equity Research team. This week we highlight bullish research on Pinduoduo,...
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May Unemployment Report–ANTYA Maintains View–Negative for EM Currencies, Bonds and The Japanese Yen
The U.S. economy is firing on all cylinders. The Fed is bound to stay the course and, in our belief, will deliver more rate hikes than the market...
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Walmart-Flipkart Deal Likely to Force Amazon To Loosen Purse Strings in India
One of the biggest business headlines of 2007 in India was Wal Mart Stores Inc (WMT US) ’s announcement to enter the Indian market. Unbeknownst to...
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Week Ahead in Global Macro: Japan/EZ GDP/CPI, China FAI/Liu He, US Retails, EM MPCs (BCB, CBE, BI)
Our guide to this week’s global macro risk events and trading opportunities. This week in trade ideas: We pulled the trigger on two conditional...
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Walmart's Takeover of Flipkart Could Heat up India's Retail and Political Scene
Wal Mart Stores Inc (WMT US) announced the widely expected acquisition of majority stake in Flipkart, India's leading online retailer, yesterday....
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