Remain Overweight Europe/UK & Non-US Equities; Pullback Over?; Buys in Industrials and Financials
Remain overweight Europe/UK and non-US equities; we are buyers on pullbacks as long as the FTSE 100 is above 7700, the STOXX Europe 50 is above...
397 Views
Trans-China Automotive - China-based Automobile Dealership Group - Debuts on SGX
Established in 2015, the Group specialises in the business of automobile dealerships in the premium and ultra-premium market segment in China....
531 Views
The War on Greenwashing: UK Stewardship Code "Successful Signatories" Has Broader Implications
Telegraph from European front in global war on greenwashing. U.K. names stewardship victors ("not greenwashers"). Many notable casualties. Anti...
265 Views
HDFC AMC Placement/OFS - Forced to Sell, but It's Not the Best of Times to Be Selling or Buying
Standard Life (SL/ LN) aims to raise up to US$200m (US$400m if including upsize option) by selling 2.8% stake in HDFC Asset Management Co Ltd...
549 Views
Global Ex-U.S. Equity Strategy: Cautiously Optimistic Outlook Intact
Despite negative recent developments, we have remained steadfast in our belief that weakness in May has presented an attractive time to add...
633 Views