EMEA Industrials: Global Consensus Overweight
Over the last 6-months, cash flows into EMEA Industrials have been among the highest across all sectors, with inflows of $1bn, more buyers than...
332 Views
Buy Japan On This Breakout ; TOPIX Breaking Out To 21-Year Highs; Actionable Theme: Growth Sectors
Japan (TOPIX, TOPIX Small) was a big focus for us last week, and it remains the focus in today's report; this could be the start of a broad-based...
287 Views
Softbank IPO:Â A 5% Dividend Yield Means Little if There Is No Risk Buffer
There has been a lot of coverage on this highly anticipated IPO by Smartkarma IPs.We provide our own perspectives on the IPO below.We focus on the...
863 Views
Havas / Vivendi - Left Pocket, Right Pocket. Groupe Bolloré's 60% Stake Sale to Vivendi
Vivendi Sa (VIV FP) has submitted an indicative offer to Groupe Bolloré to purchase the approximately 60% stake it owns in Havas SA (HAV FP) at a...
614 Views
The Pathology of Fake News ... We Are All Perpetrators
This is not just often coming from Trump, Putin, China’s leadership or a slew of unverified stories on the Web, but is a pervasive and age old...
406 Views