Positive Signals; Growth Sectors Gaining Momentum; Buy Ideas Within Global Growth Sectors
Starting to see positive signals that suggest downside is limited from here. Still, we need to see reversals of YTD downtrends on $ACWI $ACWX $EFA...
565 Views
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...
466 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...
359 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...
257 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...
332 Views