Yixin IPO Preview:Â When It Sounds Too Good to Be True, It Probably Is
The upcoming IPO of Yixin Group Ltd (2858 HK) is all set to be a blockbuster with the shares pricing at HK$7.70, the upper end of its pricing...
836 Views
U.S. Equity Strategy:Â Cyclicals Continue to Lead; Energy Is Bottoming.
Rotation is alive and well. Once-dormant Sectors and Groups are helping propel the market to new highs. While Tech, the overachiever, continues to...
602 Views
U.S. Equities:Â Sector & Group-Level Trends Confirm Risk-On Environment
Our outlook remains bullish, and this is not based solely on new highs in the S&P 500 or Russell 2000. While we like to have those boxes...
590 Views
Rising US-China Tensions Will Hurt Tourism; Who Stands to Lose (And to Gain) The Most?
Relations between the US and China could (and likely will) deteriorate in the medium-term for any of the three following reasons: a) increased...
1.4k Views
Geopolitics, Trump, & Thailand
All Hail Caesar (Trump)! I still remember the time when Obama was elected President. Everyone was celebrating. Japan mentioned they had one city...
943 Views