U.S. Equity Strategy: Healthy Sector Rotations Continue
The rotation out of stay-at-home/COVID-19 beneficiary stocks and into reopening/economically sensitive stocks that we highlighted last week has...
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Li & Fung Scheme Document, Silchester's Vote
Li & Fung Ltd (494 HK)Â is a 114-year-old global merchandise supply chain manager. On 20 March, it announced a privatisation bid of HK$1.25 per...
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Capgemini/Altran: Optionality Window
The Offer by French-based IT consultancy firm Capgemini SA (CAP FP) to acquire smaller domestic rival Altran Technologies Sa (ALT FP) via a...
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Beleaguered Panalpina Gets An Unsolicited Takeover Offer
After investors lashed out at Panalpina Welttransport Holding (PWTN SW)'s board late last year (after years of griping by some of the top holders),...
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U.S. Equity Strategy
Our long-term bullish outlook remains intact. The weight of the evidence still points to further upside, allowing, of course, for occasional...
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