Battleground Spot For Global Equities
The risk of a pullback remains very real, however at this point the weight of the evidence suggests a meaningful pullback is not imminent. We recap...
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Global Equity Rally Losing Upside Momentum
The global rally appears to be losing steam as the bearish rising wedge patterns we highlighted last week in the MSCI ACWI, ACWI ex-US, EM, and...
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Major Indexes Testing Resistance
Positive news flow surrounding COVID-19 is encouraging on many fronts. Still, despite encouraging news and the relief rally in global equities,...
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Merger Arb Mondays (15 Jun) - Skyworth, Changhong Jiahua, Con Aero, JSB, Nippon Dry, Steadfast
I summarise the latest spreads and newsflow for the merger arb situations we cover across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
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Convenience Stores: Saturation but Still Growth for Some
The convenience store sector is today the single largest channel in Japanese retailing. Combining both merchandise and digital services, e-commerce...
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