Global Equity Strategy: Squarely in the Neutral Camp
At this point in time the major global indexes (MSCI ACWI, ACWI ex-US, EAFE, EM) have failed to break above their respective resistance levels,...
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Spotless Receives AUD 1.15 Per Share Takeover Bid From Downer; In Line With FVE
Narrow moat-rated Spotless Group Holdings Ltd (SPO AU) has received a AUD 1.15 per share cash takeover offer from Downer EDI Ltd (DOW AU) (no moat,...
467 Views
A Summary of Stock Calls and Actions
It has been slightly over half a year since I joined this community, so here is a brief summary of stock calls that worked and stock calls that...
1.2k Views
The Stream Less Taken:We Prefer Media Stocks, Not Netflix, Along the Path to Worldwide SVOD Adoption
Over the past 10 years, subscription video on demand has transformed from an add-on repository of older rerun content to a primary or secondary...
723 Views
Chinese New Year 2017: Will the Rooster Offer a Softer Landing For China's Luxury Goods Market?
In 2017, the Year of the Rooster will kick off on January the 27th.Chinese New Year, or Spring Festival, is the most important festival in Chinese...
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