…funded with higher taxes that will eventually weigh on the disposable incomes of younger workers. The largest emerging market, China, has a median age comparable to the U.S. and arguably has far worse demographics as China faces a big decline in new workers over the next ten ye...
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Downside risks are: 1) integration risk from smartwatches and other wearables cannibalizing the fitness tracker market, 2) fad risk, as fitness trackers could be simply a fitness fad with consumers, 3) competitive risk from competitors out-innovating, and 4) execution risk on cha...
…ven the potential reversal in US reflation trades and the potential for European equities to rally in a French election market-favourable outcome. Unwind the position for the Tencent earnings Option expired; HSCEI was up 5.1% but the SPX ended above 2200 Unwind post Mar-17 expi...
… as the key beneficiary of this given they have the most highly geared balance sheet amongst Saudi Telco peers. Mobile market share gains for Zain KSA and Mobily increasingly important Whilst the Saudi government has taken steps to introduce competition in the telecommunication...
…rom: US GIO [[email protected]] Sent: 8/4/2011 11:41:48 PM To: Undisclosed recipients: Subject: On today's financial market developments Attachments: 08-04-11 - EOTM - Market update.pdf This is a little unorthodox, but here is the text of an internal note that I just sent to...
…French, Dutch, and Spaniards to propose bridges to the Island. The perception is that Cuba, the largest of the thirteen markets in the Caribbean and with the largest population, followed very closely by the Dominican Republic, again opens itself up to international trade and rela...
From: US GIO [[email protected]] Sent: 6/14/2011 11:54:12 AM To: Undisclosed recipients:; Subject: Eye on the Market, June 14, 2011 Attachments: image001.png; 06-14-11 - EOTM - The Stratford Inn.pdf Eye on the Market, June 14, 2011 (attached PDF is easier to read) Market up...
…estogen only Pills • Diagnostic Test Kits • Kits • Medical Devices • Pharmaceutical Devices Male and female condom markets Male Condom Market Global Public sector: 10 billion Male Condom Market FP2020, 69 countries: 1-1,6 billion Female Condom Market: 30-60 million FC is 3%...
…om: US GIO [[email protected]] Sent: 8/4/2011 11:41:48 PM To: Undisclosed recipients:; Subject: On today's financial market developments Attachments: 08-04-11 - EOTM - Market update.pdf This is a little unorthodox, but here is the text of an internal note that I just sent to...
Emerging market bonds Preference: neutral EMBI Global/CEMBI spread (24 Oct): 281bps / 334bps (last month: 292bps /363bps) UBS View EMBI Global/CEMBI spread target (6-month): 275bps/290bps ¢ Current spread levels of EM sovereign bonds are roughly in line with fundamentals. We th...
…nnabis Industry Segmentation IV U.S. Legal Landscape V Global Cannabis Regulation VI U.S. and International Cannabis Market Estimates VII Capital Markets for Cannabis Companies VIII Top 100 Private Cannabis Companies 2018 IX Cannabis Industry Risk Factors X Glossary of Terms...
likely. Mr. Gray also thinks that concerns over the commercial real estate market may be overdone. e | When asked “What would get you more interested in investing in BX stock?” the most common response was a market pullback (30%), followed by comfort on the direction of the real...
…ctice. But it would also allow the newly minted corporations access to indexes, and therefore the mutual-fund and ETF markets. About $2.2 trillion follows the S&P 500 Index, according to its website. As of June, $122.6 billion in assets tracked the Russell 2000 Index, the best-...
… if such documents existed, would be absolutely irrelevant to the Florida Defamation Action. See Toledo v. Publix Super Markets, Inc., 30 So. 3d 712 (Fla. 4 th DCA 2010). Defendant’s requests can be grouped into four key categories: (1) documents that contain highly personal and...
From: Jeffrey Epstein [[email protected]] Sent: 1/12/2010 12:28:25 AM To: Peggy Siegal Subject: Re: My Wall Street 2 Story terrific. i want to hear more about the trip On Mon, Jan 11, 2010 at 6:32 PM, Peggy Sicgal x wrote: Wrote this for the February issue of AVENUE Magaz...