21 Things Worth Knowing (#9)
In Today's Issue1. San Miguel Corporation (SMC PM) announced a restructuring of the group including a share swap with San Miguel Pure Foods Co Inc...
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21 Things Worth Knowing (#8)
In Today's Issue1. Saudi Crown Prince kick starts an anti-corruption drive in a bid to cement his power. So far 11 princes, 4 ministers and a...
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StubWorld - Set-Up/​​Unwind Extremes: Rusal, PCCW, Kingboard
This week I briefly look at recent (& ongoing) bifurcations in United Co Rusal Plc (486 HK); PCCW Ltd (8 HK); Kingboard Chemical Holdings (148...
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Global Equity Strategy: Overweight EM, Japan Breaking Out, Europe in Recovery
Global technicals remain on a bullish footing. There’s a lot to like across global markets, chart-wise, particularly the catering-sized amount of...
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Int'l Compass: Inflation Trade Is Gathering Steam -- Buy Energy, Miners, Autos; Stay Overweight EM
All regions—both geographic and economic—share a common through-line: bullish technicals. And we expect this trend to continue, an outlook...
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