Smallcap Japan U-Pica (7891) Tender Offer Buyout
Japan U Pica (7891 JP) is a smallcap manufacturer of polyester, epoxy, and urethane acrylate resins, and polyester resins derived from...
487 Views
EM Remains In Favor; Shanghai Comp Breaking Out
Geopolitical concerns aside, a weakening US dollar (DXY) continues to be a major tailwind for both EM equities and the commodity Sectors. Improving...
712 Views
Overweight Global Technology & Industrials
In this report we highlight attractive and actionable themes within developed int’l markets: Technology and Industrials continue to be two of the...
508 Views
Global Equity Strategy: The Pause that Refreshes?
We continue to believe the weight of the evidence points to a new leg higher for global equities, a viewpoint that is supported by the several...
476 Views
Update on Lotte Chem & Hitachi Chem
This post is about what's being heard inside Lotte Chemical wrt Hitachi Chemical. Invest Chosun put out a noteworthy report on LotChem's Hitachi...
549 Views