Global Equity Strategy: Bullish Outlook Intact
Our outlook remains bullish and we continue to believe that the path of least resistance is higher for global equities. In this report, we...
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Global Equity Strategy: Still Bullish, But Extended Near-Term
Global equities continue to trend higher following breakouts that have occurred during the past two weeks. Over this timeframe we have been...
539 Views
Coverage Rating Changes on Risks of Corona-Virus in China’s Economy and Financial System
While we are confident that the Chinese authorities and their 40-million population “lockdown” strategy in Hubei province will eventually  contain...
533 Views
Overview of My Winners and Losers in 2019... And 5 High Conviction Ideas Going into 2020
In a follow up to similar styled notes from 2017 and 2018 Overview of My Winners and Losers in 2018...and 5 High Conviction Ideas Going into...
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Luxury Brand Retail Survey in China – Q2 2019 (LVMH, Kering, NKE, EL)
Monthly surveys include the following store buyers and merchants: Sunshine DFS, Galeries Lafayette Beijing, Lane Crawford HK, Vivienne Westwood,...
582 Views