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Bombed out value names starting to shine while geopolitical tension seem to be more noise May 30, 2020
Stock prices face limited downside risks despite rising geopolitical tensions May 23, 2020
Overweight techs remain a strategic pillar while easing lockdowns bring other long/short opportunities May 9, 2020
Sell in May and go where? May 2, 2020
Stock market rally continues for now but medium-term concerns keep us on the defensive April 25, 2020

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Bombed out value names starting to shine while geopolitical tension seem to be more noise
May 30, 2020
‘Dash for trash’ sparks a potential change in market leadersRightly or wrongly, we have seen a notable shift in buying interest from technology names which ...
Stock prices face limited downside risks despite rising geopolitical tensions
May 23, 2020
Tech stocks should continue to outperformWith S&P mainly range bound since the start of May, many market observers seem to suggest that US stocks have overshot the ...
Overweight techs remain a strategic pillar while easing lockdowns bring other long/short opportunities
May 9, 2020
Tech sector remains the notable out-performer The correction in early days of May ended in the blink of an eye as the liquidity-driven US stock market melt-up ...