Upgrading Europe to Overweight; Supports Holding on MSCI ACWI, ACWI Ex-US, EAFE, and EM
Upgrading Europe to Overweight EURO $STOXX 50 $FEZ; Supports Holding on MSCI $ACWI, $ACWX, $EFA, and $EEM. Latest 4-6% pullback remains healthy...
644 Views
Merger Arb Mondays (31 Aug) - Dentsu Soken, Kakaku, EQT, Cleanaway, OFX, Reliance, Carnaby, Atlantic
I summarise the latest spreads and newsflow for the merger arb situations covered across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
172 Views
Curator's Cut: Crop Risks Build, Alibaba Funds AI & Deal Heat in Australia
This Curator's Cut issue reviews El Niño's impact on soft commodities, Alibaba's $10.2bn placement and contested deals in Australia. Reach out if...
117 Views
Asia-Pac Weekly Wrap: Dentsu Soken, Peet, Carnaby Resources, Reliance Worldwide, Ausgold, Golfzon
This insight provides a summary of gross/annualised spreads (on deals discussed on Smartkarma) across Asia-Pacific as at the last trading date, and...
92 Views
The Bank of Japan Plays Footsie with the Market-Will They or Won’t They?
Potential impact on global markets from Japanese capital repatriation. Despite positive US economic data, the USD is no longer strengthening...
681 Views