Global Equity Strategy: Reason For Caution; Actionable Themes: Services/Technology & Staples
With interest rates expected to move sideways to lower, we recommend a mix of growth and defensive Sectors. Today we focus on Services/Technology...
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Travelsky (696): Recovery and Undervalued Vs Airlines
Volume recovery is the main thesis for Travelsky but its share price has not received the same attention from investors and u/perform the airlines...
275 Views
Global Equity Strategy: Support Levels Holding; Bullish Outlook Intact
As long as support levels hold and market dynamics remain positive, our outlook remains bullish and we continue to view any weakness as a buying...
294 Views
Travelsky (696): Muted Impact from New Virus
Travelsky Technology Ltd H (696 HK) is comparable to an ETF for investors who want to get exposure to the air travel recovery in China without...
603 Views
Firstsource Solutions: An Attractive and Undervalued BPO Player
Firstsource Solutions (FSOL IN) is a well-recognized BPO player with marquee clients globally. Its client base includes the likes of a leading auto...
372 Views