Forensic Analyst, Trudence Capital Advisors

Nitin Mangal

Forensic Analyst

Thematic (Sector/Industry)

COVID-19 pandemic has dug its roots in India and the situation has warmed up good. The country is still in the early-mid phase of the exponential path which the virus beholds, hence the toxicity is likely to aggravate. The honorable P.M declared the 21-day lockdown two weeks ago to battle the pandemic, however, what's important is how far the purpose of lockdown was achieved regarding the testing and infections and what is there in store for the immediate future.

COVID-19 pandemic has dug its roots in India and the situation has warmed up good. The country is still in the early-mid phase of the exponential path which the virus beholds, hence the toxicity is likely to aggravate. The honorable P.M declared the 21-day lockdown two weeks ago to battle the pandemic, however, what's important is how far the purpose of lockdown was achieved regarding the testing and infections and what is there in store for the immediate future.

Technical Analyst, Vermilion Research

Joe Jasper

Technical Analyst

Technical and Quantitative Research

Vermilion Research

Vermilion’s objective is to deliver timely, actionable, and unique technical research to professional investors through the application of our various technical indicators.

Our research strategists seek to highlight securities which we believe are at major inflection points, based on our various technical and quantitative indicators, and offer asymmetric risk/return profiles. Our unique research methodology, centered on relative strength, enables our strategists to deliver superior investment recommendations.

Our process begins by organizing the universe of actively traded stocks into discrete sectors, then into industry groups. We then apply our technical and quantitative tools to identify developing price trends. Once attractive trends are identified within a selected sector or group, we screen for individual stocks which we believe offer the best risk/reward profile. We provide a historical perspective that often reveals, through our long-term charts, how price patterns often repeat themselves over time.

Technical Analysis

Investors continue to prefer the stability of the U.S. relative to emerging markets. The recent declines recorded in emerging markets and their currencies suggest global risk aversion. U.S. equity markets are, by contrast, not showing any significant signs of coming unhinged as a result of this rout in emerging markets.  In this report we examine the factors likely to impact the U.S. equity markets, and explore actionable opportunities within the Technology, Consumer Discretionary, and Health Care Sectors.

Investors continue to prefer the stability of the U.S. relative to emerging markets. The recent declines recorded in emerging markets and their currencies suggest global risk aversion. U.S. equity markets are, by contrast, not showing any significant signs of coming unhinged as a result of this rout in emerging markets.  In this report we examine the factors likely to impact the U.S. equity markets, and explore actionable opportunities within the Technology, Consumer Discretionary, and Health Care Sectors.

U.S. Equity Strategy: Cyclicals Remain Leadership - Staples & Utilities Are Strengthening

As the S&amp;P 500 nears the 2,873 January high - a critical hurdle - short-term Sector leadership changes give us reason for pause. While we remain constructive overall, our expectations are tempered as the market finds itself a crossroad.  In today’s report we provide our U.S. equity strategy synopsis, and also highlight attractive stocks within the Health Care Sector.

As the S&amp;P 500 nears the 2,873 January high - a critical hurdle - short-term Sector leadership changes give us reason for pause. While we remain constructive overall, our expectations are tempered as the market finds itself a crossroad.  In today’s report we provide our U.S. equity strategy synopsis, and also highlight attractive stocks within the Health Care Sector.

S&P 500: Outlook Constructive but Concerns Remain

Making sense of the Global Market, Euromonitor International Ltd.

Yu Mitsuhashi

Making sense of the Global Market

Euromonitor International Ltd.

We are a global market research company focused on industries, countries, economies and consumers worldwide. Our cross-country comparable research helps your organisation identify opportunities and develop growth strategies in countries and regions across the globe. With offices around the world, 1,200 analysts in 100 countries and market research on every key trend and driver, we give you powerful access to the real story behind consumer change.

<ul><li>Retail sales of baby food grow by 5% to reach TWD15.5 billion in 2017</li><li>The low birth rate dampens demand for baby food in 2017</li><li>HA powder milk formula and powder growing-up milk formula post the fastest value growth rates in 2017, with 6% sales increases</li><li>Rising input costs fuel a further increase in the average unit price of baby food in 2017</li><li>Nestlé Taiwan Ltd remains the leading player in 2017</li><li>Baby food is projected to record a value CAGR of 1% at constant 2017 prices over the forecast period, and to be worth TWD16.5 billion in 2022</li></ul>

Retail sales of baby food grow by 5% to reach TWD15.5 billion in 2017The low birth rate dampens demand for baby food in 2017HA powder milk formula and powder growing-up milk formula post the fastest value growth rates in 2017, with 6% sales increasesRising input costs fuel a further increase in the average unit price of baby food in 2017Nestlé Taiwan Ltd remains the leading player in 2017Baby food is projected to record a value CAGR of 1% at constant 2017 prices over the forecast period, and to be worth TWD16.5 billion in 2022

Thematic Investing in Tech and Media, CM Research

Cyrus Mewawalla

Thematic Investing in Tech and Media

Thematic TMT investing

CM Research

CM Research is an independent research house based in London, England. We provide global thematic research in the Technology, Media and Telecoms (TMT) sectors. 

Our focus is on disruptive technologies: how will they unfold; which industries will be impacted; and who will be the ultimate winners and losers. 

Our aim is to help investors predict share prices and corporate executives stay one step ahead of the technology trends that are shaping their industry. 

We research technology investment themes in detail and then feed the results into a scorecard system to quantify the impact of several conflicting themes on individual stocks. 

Recent themes covered include internet TV, the Internet of Things, Big Data, Mobile payments, crowdfunding, artificial intelligence, the cloud, software defined networking and Generation Hashtag.

We cover the top 500 global TMT stocks by market capitalisation and several technology start-ups and pre-IPO companies too. 

In 2015, CM Research analysts outperformed the Bloomberg Benchmark Analyst Index - which measures how good analysts are at predicting stock prices - by 7.1%.

Genomics as an investment theme<ul><li>Costs of sequencing a human genome have fallen to less than $1,000</li><li>China leads the world in gene sequencing</li><li>The private sector is where the most interesting MedTech companies can be found</li></ul>

Genomics as an investment themeCosts of sequencing a human genome have fallen to less than $1,000China leads the world in gene sequencingThe private sector is where the most interesting MedTech companies can be found

United States

Abbott Laboratories discovers, develops, manufactures, and sells a broad and diversified line of health care products and services. The Company's products include pharmaceuticals, nutritional, diagnostics, and vascular products. Abbott markets its products worldwide through affiliates and distributors.

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Abbott Laboratories (ABT US)

COVID-19: How Does India Fare Currently?

COVID-19 pandemic has dug its roots in India and the situation has warmed up good. The country is still in the early-mid phase of the exponential...

Nitin Mangal

U.S. Equity Strategy: Cyclicals Remain Leadership - Staples & Utilities Are Strengthening

Investors continue to prefer the stability of the U.S. relative to emerging markets. The recent declines recorded in emerging markets and their...

Vermilion Research

S&P 500: Outlook Constructive but Concerns Remain

As the S&P 500 nears the 2,873 January high - a critical hurdle - short-term Sector leadership changes give us reason for pause. While we...

Vermilion Research

Sector Capsule: Baby Food in Taiwan

Retail sales of baby food grow by 5% to reach TWD15.5 billion in 2017 The low birth rate dampens demand for baby food in 2017 HA powder milk...

Euromonitor International Ltd.

Genomics as an Investment Theme

Genomics as an investment theme Costs of sequencing a human genome have fallen to less than $1,000 China leads the world in gene sequencing The...

CM Research

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