Investment Management
Morgan Stanley has turned bullish on Biotech companies such as Amgen (AMGN), Gilead Sciences (GILD), Biogen (BIIB), and Vertex Pharmaceuticals (VRTX) Theme 1 – Tax reform and cash access may increase M&A: A major platform issue for the Trump campaign was corporate tax reform. Trump has suggested he would lower the corporate tax to […]
The Indian government has banned the use of Rs1,00 and Rs500 notes and this could wipe oit as much as $45 billion of Black Money, Credit Suisse Says. India has 473 million workers but only 49 million pay taxes How much black money is out there? Credit Suisse strategist Neelkanth Mishra estimates: It is […]
Investors who bought Microsoft in January 2015 on our advice are making a paper profit of 28.50% over 22 months. Evercore ISI now forecasts that Microsoft could see revenues ranging between $119 billion and $159 billion over the next five years, with a base case of $137 billion Evercore ISI: Our base case represents […]
Savita Subramanian, an equity and quantative strategist at Bank of America Merrill Lynch Global Research, warns that there is “no end in sight” to the outflows that have plagued actively-managed funds. “Over the last several years, we have observed an accelerating trend of flows out of active funds and into passive vehicles. Price sensitivity of […]
DBS Bank is paying S$110 million for ANZ’s wealth and retail business in five Asian markets. DBS is trading at 10 percent below its book value and with Societe Generale, ING and Barclays shuttering their regional private banking units in the last few years, pain could be DBS’s gain Analysts are generally sanguine on […]
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