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Alpargatas SA (ALPA4 BZ)
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7
Analysis
Consumer Discretionary
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Brazil
Alpargatas S.A. produces footware exported to North America, Europe and Latin America.The company is most well-known for its rubber Havaianas sandals.
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bullish
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Shanghai Stock Exchange Composite Index
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05 Sep 2021 00:54
Buying Opportunities Within Emerging Markets and Japan; US Dollar Failing At 93.50
MSCI Emerging Markets (EEM-US) and Japan (TOPIX, TOPIX Small) have been some of the weaker areas to invest throughout 2021. We now see early signs...
Vermilion Research
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222 Views
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bullish
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MSCI ACWI Index
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29 Oct 2020 22:08
Cautiously Optimistic on Global Equities
We are constructive on global equities and would be buyers on a pullback. A move below $77 would start to get very concerning, and would leave $75...
Vermilion Research
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359 Views
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bullish
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MSCI Emerging Markets Index
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26 Oct 2020 02:03
US Dollar Weakness Remains A Tailwind For EM
China accounts for the vast majority of today’s recommendations. Taiwan (TAIEX) continues to be worthy of an overweight within EM, while Brazil...
Vermilion Research
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303 Views
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bullish
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MSCI World Index
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23 Oct 2020 21:43
Global Equity Strategy: Market Dynamics Remain Positive, And So Are We
We show some love to various Sectors that have not been big attention-grabbers for us in recent months, including Services, Communications,...
Vermilion Research
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294 Views
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bearish
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Itausa
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30 Sep 2019 19:09
Itausa (ITSA4 BZ) - Take Profits on Narrowing NAV Discount
Itausa-Investimentos Itau-Pr (ITSA4 BZ)'s NAV discount has narrowed since our initiation in January 2019 from 24% to 18% currently, outperforming...
Victor Galliano
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670 Views
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