USD Breakout; Foreign Markets Reeling
Turmoil in Turkey and a collapsing lira has led to a breakout in the USD and global equity market weakness. Emerging and developed markets outside...
723 Views
Payments Battle Goes Global, as Fintech Threat Evolvesā¦
The Open Banking initiative in the UK, the PSD2 directive in the EU and a Japanese equivalent are forcing banks to provide third party access via...
314 Views
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...Ā see pages 2-4 for...
531 Views
Disruption by Decentralization?
Blockchain is full of promise. Investment in the space totals billions of dollars. Large corporations, venture capital funds, and initial coin...
716 Views
Aequitas: Pine Labs Lockup Expiry - US$2bn Lockup Release for 85% of the Company
Pine Labs (PINELABS IN)Ā raised around US$450m in its India IPO in its India IPO in November 2025. The lockup on its pre-IPO investors is set to...
338 Views