Overweight Value Within Global Ex-U.S. Equities; DXY Below $105.70; Buys in Global Value
We're constructive on global equities as long as $ACWI is above $93 support, however, the 10-year Treasury yield $TNX is breaking above 4.35%...
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Bullish Developments Continue; MSCI ACWI Ex-US 1-Yr Breakout; Buys in Energy, Materials, Financials
We remain bullish on global equities as long as $ACWI remains above $93, targeting $110; Bullish developments continue: $DXY below $101.50, small...
533 Views
Merger Arb Mondays (17 Aug) - Steadfast, Con Aero, Z Fin, Cleanaway, OFX, BetMakers, FleetPartners
I summarise the latest spreads and newsflow for the merger arb situations covered across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
121 Views
Asia-Pac Weekly Wrap: FleetPartners, OOh!Media; GOLFZON, Cygnus Metals, Accent Grp, ReNew Energy
This insight provides a summary of gross/annualised spreads (on deals discussed on Smartkarma) across Asia-Pacific as at the last trading date, and...
116 Views
Last Week In Event SPACE: Kakaku.com, Austal, Swire Pacific, Ajinomoto Malaysia
It’s Sunday! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed during the...
119 Views