S&P 500 and MSCI ACWI Breaking Out; Upgrading MSCI ACWI to Bullish; Buys in Services, Financials
$SPX and MSCI $ACWI Breaking Out; Upgrading Outlook on ACWI and SPX to Bullish as of last Fridays close above 5783; Buys in Services, Financials;...
688 Views
Australia Banks - Negative Loan Growth Reaches August 2021 Levels
With NAB results and peers, it is worthwhile keeping in mind this HFD on insolvencies, which has been for some time, pointing to worsening credit...
1.2k Views
Weekly Deals Digest (30 Aug) - Kakaku, Dentsu Soken, Seed, Carnaby, Peet, Suncorp, OUE, Shein
A weekly summary of key developments in ECM and Event-Driven names that I track in Hong Kong, Australia, New Zealand, Singapore, Japan, Indonesia,...
105 Views
Asia-Pac Weekly Wrap: Dentsu Soken, Peet, Carnaby Resources, Reliance Worldwide, Ausgold, Golfzon
This insight provides a summary of gross/annualised spreads (on deals discussed on Smartkarma) across Asia-Pacific as at the last trading date, and...
92 Views
IAG/Suncorp: Tokio Marine Kicking Tyres
According to the FT, Tokio Marine identified Suncorp as its preferred takeover target. This follows Berkshire's recent investment in Tokio Marine,...
482 Views