China ADRs- Blocks, Liquidation, Buyback - Implications
On 25th Mar 2021, we wrote about the knee jerk correction in some of the China ADRs. Since then the ADRs have corrected further. In this note, we...
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China Internet Weekly (Mar 29): Margin Call Punched Chinese Equities, Alibaba Plans Store on Tencent
Chinese equities plunged, because a Chinese equity holder had to meet a margin call.Alibaba's Taotao Deals is planning a store on Tencent's WeChat.
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Whatever Happened to FANG? Why Its Time to Reload on Large Cap Growth
Macro tends to control the market in between earnings seasons, when fundamental performance matters less. As we approach 1Q21 earnings in a few...
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Visa Inc – Noise Creates Buying Opportunity
VISA: The DOJ has again begun investigating Visa over anticompetitive practices due to alleged merchant restrictions to rout online debit-card...
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U.S. Equity Strategy: Upgrading Communications To Overweight; Financials Breaking Above 2007 Highs
Ongoing market dynamics continue to support our overall bullish outlook. Continue to buy dips. In today’s report we highlight attractive Groups and...
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