U.S. Equity Strategy: Markets Bouncing off Key Support
In today’s report we highlight attractive Groups and stocks within Financials: Asian Banks, Puerto Rican banks, Banks, Southwest, and Investment...
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Global Equity Strategy: Market Dynamics Remain Positive, And So Are We
We show some love to various Sectors that have not been big attention-grabbers for us in recent months, including Services, Communications,...
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Vietnam - Wheels Are Falling Off
Liquidity Wall:Vietnam is running into a liquidity wall - despite the perception of a positive local investment thesis. The sovereign has a high...
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HDB - ROA Expansion Can Surprise
HDB's ROA can expand dramatically in coming quarters, with lowering credit costs, lowering funding costs from maturing fixed deposits, and with...
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Kotak Mahindra Bank – Surprisingly Strong Performance
KOTAK MAHINDRA BANK: Surprise, Surprise, Surprise. Both Credit Metrics and Ne Interest Income Improves As Risk Substantially Declines
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