Overweight Global Technology & Industrials
In this report we highlight attractive and actionable themes within developed int’l markets: Technology and Industrials continue to be two of the...
508 Views
Developed International Equity Strategy: Favor EAFE over EM
We highlight attractive and actionable themes within developed international markets, including actionable set-ups across among: Non-bank...
551 Views
Global Strategy: Opportunities in Health Care & Materials Stocks
Price and relative strength trends continue to improve for our international equal-weight Health Care Sector.We recommend adding exposure, and...
331 Views
Iwatani: The Unsexy Ageing Demographic Play with a Pinch of Hydrogen Economy and a Dash of 10x PE
Iwatani Corp (8088 JP) is an Osaka-based small cap of JPY206bn market cap with a daily trading value of around JPY500m that we consider to have...
377 Views
Stories Behind Another MBK Buyout, Daesung Industrial Gases For â‚©2tril
MBK Partners got another deal. Daesung-GS consortium chose MBK as a preferred bidder for Daesung Industrial Gases. MBK made a huge upset by beating...
464 Views