Upgrading Europe to Overweight; Monitoring U.S. (S&P 500) For a Downgrade; Buy Gold Miners and More
Upgrading Europe to Overweight; Monitoring U.S. $SPX for a Downgrade to Market Weight. $ACWI and $SPX likely bottoming here at 200-day MAs. Bullish...
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Anta Sports (2020 HK): Our View After Placement
With proceeds to be used for debt repayment, expansion in China and pursuing SE Asia markets, we should not overlook long-term benefits. News flow...
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Exchanges: Life Beyond Trading
In this report, we look at how global exchanges are positioning themselves to diversify revenue streams beyond the traditional Select exchanges in...
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London Stock Exchange Group (LSE LN) - Thoughts On Valuation
As widely reported, London Stock Exchange (LSE LN) ("LSE") has attracted the interest of HKEX (388 HK) (“HKEX”) with the announcement on September...
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HKEX’s Phantom LSE Bid
After the Hong Kong markets closed on Wednesday, HKEX (388 HK) announced a surprising unsolicited bid for the London Stock Exchange (LSE LN). The...
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