U.S. Equity Strategy & Individual Sector Commentaries
In our November Macro Vision report, we provide an appraisal and recommendations for each of our 12 Sectors, with extra attention devoted...
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EM Continues to Escort Int'l Markets Higher
In developed markets, Europe offers textbook pullback opportunities, with indices like the STOXX 600 and DAX (below) testing 200-day moving...
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Mitsubishi UFJ Financial Holdings – USD Shortfall Implies Major American Restructure
Despite Mitsubishi UFJ Financial Group (8306.JP/ MTU.US) [MUFG] being flush with liquidity in Japan given its surplus JPY deposits, the company...
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HSBC North America  - Such a Drag
As other names in our large-cap United States (U.S.) bank universe are publicly listed, they typically come under greater scrutiny than a privately...
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DBS 2Q17 Profit to Come Under Pressure Not Only from Provisions
There are several reasons to assume lower 2Q17 net profit for DBS Group Holdings Ltd (DBS SP)Â compared with 1Q17. Of course, it is the magnitude of...
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