Broad-Based Improvement in India, Add Exposure/Overweight. Buys: Cyclicals in Japan, India, & Taiwan
Seeing broad-based improvement in India #SENSEX -- overweight/add exposure. We still recommend a tactical overweight to ACWI defensives with $ACWI...
561 Views
MSCI ACWI and EAFE Testing 1.5-Month Downtrends; Remain OW EU; Buys in Leading Sectors on Pullbacks
Pullback in global equities continues with MSCI $ACWI testing 1.5-month downtrend resistance as $STOXX Europe 50 tests 3800-3840 resistance....
593 Views
Interglobe Aviation (Indigo) QIP Early Look - Headwinds Lead to a Change of Heart
Interglobe Aviation (Indigo)’s board approved a fund raising of around US$400m on 10th May 2021. This is the second time over the past year that...
357 Views
Brexit & History's Recoil: Sinn Fein Empowered in Both Parts of Ireland
For the first time in 101 years, Sinn Fein has won a plurality in Ireland's election, and is likely to have at least a share of power in Eire. It...
478 Views
Wizz Air - Strong Operating & Financial Performance Continues to Drive the Stock Higher !!
Wizz Air's share price is up nearly 70% over the last 5 months, since my initiating coverage note on SmartKarma. While the entire European ULCC...
770 Views