U.S. Equities:Â Sector & Group-Level Trends Confirm Risk-On Environment
Our outlook remains bullish, and this is not based solely on new highs in the S&P 500 or Russell 2000. While we like to have those boxes...
650 Views
Mainfreight (MFT.NZ) - ODFL Q1 Read-through
Old Dominion Freight Line (ODFL), a key international peer for Mainfreight (MFT) operating in the North American less-than-truckload (LTL) market,...
164 Views
Mainfreight (MFT.NZ) - Kuehne & Nagel Q1 Read-through
Kuehne & Nagel (KNIN.S), a key international peer for Mainfreight (MFT), reported its 1Q26 result on Friday. Its share price declined -4% on...
171 Views
The Decline of the EntrepĂ´t Economy, HK's Fall from Grace...The Socio-Political & Economic Drivers
In this piece I look at the failure of HK to meet its challenges, especially since 1997, while contrasting in less depth the different approach...
1.8k Views
Tax Reform Top of Mind for Wide-Moat U.S. Industrial Firms
Shares of diversified industrials have traded up in the aftermath of the U.S. presidential election, frothy with anticipation as a...
1.3k Views