Primer: DNB ASA (DNB NO) - Aug 2026
DNB ASA is Norway's largest financial services group, holding a dominant market share in retail and corporate banking. This provides a stable...
100 Views
Hang Seng and MSCI China Bottoming -- Add; Europe Still Leading; Shift From U.S. To Non-U.S.
We remain neutral on global equities $ACWI and expect rangebound price action in the months (possibly year) ahead. Specific $ACWI trading range we...
730 Views
China Technology Sector Improving -- Add Exposure
Market dynamics remain largely positive which continues to support our constructive outlook, and we view recent weakness as a buying opportunity....
394 Views
India – Not Time
There are discreet risks in India related to the impact of poor air quality and the syndemic, but also with respect to pre-existing financial...
418 Views
Global Equity Strategy: Buy Energy & Financials; EM Improving
We are seeing rotations back into risk-on areas of the market (Energy & Financials), a bullish sign for global equities. We are bullish and we...
478 Views