India Channel Insight | Zomato, AU Bank, Johnson Hitachi, Nilkamal, Makemytrip
This channel insight focuses on ZOM IN, AUBANK IN, JCHAC IN, NILK IN and MMYT US. States, where our channels were based, include- West Bengal,...
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U.S. Equity Strategy: Risk-On Rotations Vs. Weaker Seasonality; Russell 2000, Biotech, EM Improving
We are seeing signs of rotations back into more risk-on areas of the equity market -- a bullish sign for the broad market. Add to biotech, small-...
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U.S. Equity Strategy: Remain Bullish
In our November Strategy book we summarize the basis for our bullish outlook, discuss the deservedly hot topic of value vs. growth. and highlight...
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U.S. Elections and ESG: Impacts on People, Planet… and Profit (North America)
In U.S. Elections and ESG: Impacts on People, Planet… and Profit, I discussed major universally-relevant implications of the 2020 U.S. elections...
406 Views
AGM DiSa (DISA SP): Still Waiting for Explosive Growth Phase; Remains Story Stock to Watch
Yesterday we attended the AGM of DiSa (DISA SP). Shares have dropped 50% YTD and the market cap is now only 22M SGD, barely above its net cash...
606 Views