EM Breakout -- Add Exposure
The laundry list of current market conditions consistent with the profile of a bull market continues to grow, helping support our ongoing belief...
853 Views
MSCI ACWI, STOXX 600 Breaking Out, Adding Fuel for Further U.S. Equity Market Rally
In today’s report we reiterate our bullish U.S. investment thesis, recap significant technical levels across indexes, and highlight attractive...
713 Views
Did You Know? US Fed’s Balance Sheet Expanding At 23% Annualised Clip
QE4 on-going: World Central Banks' balance sheets rising 5% annualised clip US Federal Reserve balance sheet besting all-comers with a whopping...
520 Views
Asian Paints | Why This Pricey Indian Paint Company Offers a Better Return Potential in the Region
In this Insight, we look through the reasons behind the recent performance of regional paint names Kansai Paint (4613 JP) , Nippon Paint Holdings...
689 Views
The US Dollar in 2020: Is A Major Inflection Point Coming Up?
Main Points Capital inflows and Quality mix of flows into the US dollar have peaked Safe haven demand for US dollars falling away Fed is...
546 Views