The Matrix: A Strategist's roving thoughts: Swiss Francs, Europe, Alibaba
Key Call: STILL people are not catching up and/or doing the work on KVP’s high conviction long DollarSwissy call, I know, I know, it’s downright...
467 Views
The IMF's Patience with the ECB Wears Thin
The updated World Economic Outlook reveals that the IMF is (rightly) fed up with the ECB’s timid approach to monetary policy. Monetary policy in...
507 Views
Never Trust A Swiss Central Banker
Post SNB surprise announcement yesterday - after leading the market on as recently as a few weeks ago on – the term “Never trust a Swiss central...
517 Views
MicroPort MedBot (2252 HK): UniPath Bronchoscopic System Approval Will Add To The Growth Momentum
MicroPort MedBot management expects the 2025 revenue of the company will achieve a growth of approximately 110%-120% YoY, mainly attributable to...
423 Views
Edge Medical IPO: Product Mix and Pipeline Will Support Growth Momentum and Justify Valuation
Edge Medical launches Hong Kong IPO to raise up to HK$1,198M, selling 27.7M shares at HK$43.24. Specializes in advanced surgical robots, poised...
696 Views