Global Equity Strategy: Buy Energy & Financials; EM Improving
We are seeing rotations back into risk-on areas of the market (Energy & Financials), a bullish sign for global equities. We are bullish and we...
296 Views
Major Breakout For EURO STOXX 50
Our intermediate-term outlook remains constructive with major support levels holding on the broad global indexes (MSCI ACWI, ACWI ex-US, EM, and...
208 Views
IDP Education Placement Early Look - US$800m Block a Given in 2021
In Dec 2020, we wrote about how Education Australia, the largest shareholder for IDP Education, had launched a formal review which might lead to a...
334 Views
Global Equity Strategy: Constructive Pullback; Overweight Value
As long as the MSCI ACWI (ACWI-US), ACWI ex-US (ACWX-US), and EM (EEM-US) indexes are above their respective intermediate-term support levels we...
214 Views
Tencent Holdings – Money to Burn
TENCENT HOLDINGS: Tencent's Afterpay expectedly reported FY 1H21 operating losses, but the numbers overall exhibited significant improvement as it...
298 Views