Global Equity Strategy: Bullish Outlook Intact
Our outlook remains bullish and we continue to believe that the path of least resistance is higher for global equities. In this report, we...
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U.S. Equity Strategy: Remain Bullish
In our November Strategy book we summarize the basis for our bullish outlook, discuss the deservedly hot topic of value vs. growth. and highlight...
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Big Bang Reforms, Support for Consumers & Flexible Labour to Boost India
Unlike most of the world, India has not undertaken a fiscal spending binge to counter its Covid-induced downturn. Instead, while keeping its fiscal...
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Thyssenkrupp: Turnaround Underway
The spectacular sale of Elevators has transformed TKA’s balance sheet and the performance problems are finally being addressed. The cash from the...
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POSCO: Steel Production Cut & Share Buyback Update
Over this weekend on May 10th, it was announced that Posco (005490 KS) will reduce its steel production, which would be the first time in 12 years...
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