Add To Growth On This Pullback; Actionable Themes: Services, Technology, and Consumer Discretionary
Growth continues to outperform relative to value, shown by the intact uptrend on the MSCI ACWI ex-US Growth vs. Value ratio. We highlight...
335 Views
Simplex Holdings IPO - Valuation Looks Ok, past Performance Will Weigh on Sentiment
Simplex Holdings’ shareholders aim to raise up to US$304m via selling some of their stake in the company. Simplex has consistently been ranked...
224 Views
Buying Opportunities Within Emerging Markets and Japan; US Dollar Failing At 93.50
MSCI Emerging Markets (EEM-US) and Japan (TOPIX, TOPIX Small) have been some of the weaker areas to invest throughout 2021. We now see early signs...
145 Views
Simplex Holdings Pre-IPO - Peer Comp, Valuation - Lagging in Size but Leading in Growth and Margins
Simplex Holding’s shareholders aim to raise around US$300m via selling some of their stake in the company. Simplex has consistently been ranked...
186 Views
Critical Supports Holding in the US, Europe, & Japan; Buying Health Care, Utilities, Materials, Tech
Various indicators are making a turn for the better, including early signs of interest rates bottoming in the US and Germany, a false breakdown in...
126 Views