MSCI ACWI, ACWI Ex-US, EM Testing Logical Support; Actionable Themes: Defensives & Reopening Stocks
We are testing the March lows in several global indexes, including the MSCI $ACWI, ACWI ex-US $ACWX, and EM $EEM. While this is a logical spot for...
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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...
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Liberty - Sunrise: Another Deal in a Hot European Sector
Liberty Global Plc A (LBTYA US) Global has launched an all cash friendly voluntary takeover offer for Sunrise Communications Group A (SRCG SW) at a...
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Report from Mobile World Congress: The Transition to 5G Comes into Focus.
New Street Research attended this year's Mobile World Congress in Barcelona recently. While the move to 5G will bring huge increases in localized...
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We Believe Brexit Fears Have Unfairly Driven Down Shares of Most European Communication Stocks
Fears of the impact of Britain's exit from the European Union have pushed down the prices of most European communication stocks. We think this is...
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