The Innovations Portfolios - Week Six
For the six weeks ended 30 Dec the combined innovation portfolio was -1.7, versus DJIA -1.8%, S&P500 -3.2%, Nasdaq -6.1% & MSCI-ACWI-ETF -2.4%, all...
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The Innovations Portfolios - Week Three
We assess how the three portfolios did for the first three weeks and discuss about one stock each from the large, mid and small cap portfolios
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How the Portfolios Did for the First Week
We assess how the three portfolios did for the first week and discuss about one stock each from the large, mid and small cap portfolios, briefly...
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U.S. Equity Strategy: Risk-On Rotations Vs. Weaker Seasonality; Russell 2000, Biotech, EM Improving
We are seeing signs of rotations back into more risk-on areas of the equity market -- a bullish sign for the broad market. Add to biotech, small-...
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3Q17 China Online Sportswear– Top US Brands Well Performed but Sports Apparel Showed Downside Risk
China Sportswear sales accelerated in 2017Q3, showing 34% Y/Y growth. Top US companies won the race among all other sportswear companies,...
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