ANIMAL SPIRITS™: Fiscal Trumpenomics II: Value Stocks Boosted By Rising Yields & EM Gets a Timeout!
Fiscal "Trumpenomics" is an inflationary shock which elevates inflation expectations, treasury yields and the slope of the yield curve. The risk...
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What Trump Means for Global Telcos
With markets trying to make sense of the election of President Trump, we have looked at the implications on the stocks we cover globally (the...
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Precision Auto Parts: Bulls Vs Bears
Personally, I'm a guy who love debates. Not surprising for someone who was Vice-Chairman of a debating-themed club back in college. Unfortunately,...
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Softbank's Modest Beat in 2Q16/17. Focus Is on Long Term Value Generation
Softbank's results were ahead of expectations, boosted by margin expansion in domestic telecom while headline net income was boosted by...
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What Trump Means for Tech
As the dust settles after the US presidential election, we look at the medium-term investment implications of a Trump presidency for technology...
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