TMI Snapshots: US Defense Equity Sentiment Bottoming; Hydrogen Economy Sentiment Surges Again
We see clear signs of a bottom forming in US defense equities with a split government and hawkish Biden Pentagon transition team. In addition, our...
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Smartkarma Originals
China Aerospace & Defense A Shares: An In-Depth Walkthrough
China's aerospace and defense industry offers unique investment opportunity to investors, but due to its high sensitivity, all major companies...
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Hanwha Group's Purchase of 4.99% Stake in Korea Aerospace Industries (KAI): Step 1 of Privatization?
On 16 June, it was reported that Hanwha Group companies raised stake in Korea Aerospace Industries (047810 KS) (KAI) to 9.04%, from 4.99%...
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U.S. Equity Strategy: Bullish Outlook Intact
Amid rising Middle East tensions, investors have moved to safe-havens including Treasuries and gold, all while having a muted effect on the US...
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U.S. Equity Strategy:Â Upgrading Manufacturing Sector
The S&P 500 continues to hover below critical resistance at its 200-day moving average while market participants remain in a wait-and-see mode...
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