Global Equity Strategy: Stick With Reflation & Reopening Theme
Our bullish outlook remains intact supported by the absence of breakdowns across major global indexes. Until this changes, we believe global...
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Global Equity Strategy: Bullish Outlook Intact
The MSCI ACWI index (USD) is breaking out to all-time highs while the MSCI EM index (local) is breaking above its prior highs from January. This is...
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đŻđľ JAPAN ⢠Revisions Early Warning System 24th March
EARLY WARNINGS - This Insight is the first is a series of posts that will provide a 'real-time' update of the damage to corporate Japan's revenues...
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Why CJ Logistics Won't Likely Reach Annual EPS of 6,400+ Won Any Time Soon
Consensus EPS estimates for CJ Korea Express Corp (000120 KS) in 2018 and 2019 assume a dramatic and sustained improvement in Operating Margin...
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China's New Silk Road Projects: Six 'One Belt, One Road' Investment Ideas
This note is intended to be a companion piece to Howard J Klein's new piece, A Time Travelerâs Guide to Xiâs Epic Silk Road Project: Who Really...
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