Caution Warranted; ACWI-US At $93 Resistance; Buys in Communications, Staples, Materials, Financials
With the MSCI $ACWI approaching the top-end of our expected 2023 trading range at $93, we see limited upside from here and believe caution is...
651 Views
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...
444 Views
Credit Rating Agency Stocks Most Impacted by SEBI Regulation of ESG Ratings in India
The potential impacts of SEBI's proposed framework for regulating ESG ratings are unclear at this stage, but a few things (related to conflicts of...
341 Views
Pegasus Asia – Tikehau Capital & Financière Agache-backed SPAC – Lists on SGX
Pegasus Asia, backed by experienced sponsors (Tikehau Capital, Financière Agache, Diego De Giorgi and Jean-Pierre Mustier), seeks to search for...
1.4k 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...
309 Views