!css

Investment Advisory

22
Feb
2017
Virtual is the new real!
The evolution of 21st century technology has truly been incredible, leading to the creation of a whole new ‘reality’ in...
The Watcher
The evolution of 21st century technology has truly been incredible, leading to the creation of a whole new ‘reality’ in the form of the virtual world. Movies like The Matrix and Tron and games like Jonny Quest introduced us to the fascinating concept of an immersive cyber experience. Now this is getting real with virtual reality and augmented...
en/investment-strategy/equity-solutions/equity-watcher/the-watcher-details/news/virtual-the-new-real/
15
Feb
2017
European Steel and Iron Ore: Opportunities still exist
After being out of favour for over four years, metal stocks emerged as top gainers in 2016, with the MSCI World Metals &...
The Watcher
After being out of favour for over four years, metal stocks emerged as top gainers in 2016, with the MSCI World Metals & Mining index advancing 53.2%. Within metals, steel and iron ore rose 61.9% and 81.5% respectively, lifting mining and steel stocks along with them. This gain contradicted consensus expectations of weakness in metal prices following the...
en/investment-strategy/equity-solutions/equity-watcher/the-watcher-details/news/european-steel-and-iron-ore-opportunities-still-exist/
08
Feb
2017
Oil & Gas – Stable trends
In 2016, the production cuts announced by OPEC and 11 non-OPEC members led to a rally in crude oil prices. To understand...
The Watcher
In 2016, the production cuts announced by OPEC and 11 non-OPEC members led to a rally in crude oil prices. To understand oil price development in 2017 and the resultant performance of energy stocks, investors need to focus on: a) the oil production rebound in the US and b) the OPEC’s production cut compliance, and a potential extension of the cut from...
en/investment-strategy/equity-solutions/equity-watcher/the-watcher-details/news/oil-gas-stable-trends/
01
Feb
2017
Electrifying times for automotives
With the rapidly increasing tech content in automobiles today to make them safer, greener and more efficient, this...
The Watcher
With the rapidly increasing tech content in automobiles today to make them safer, greener and more efficient, this year’s Consumer Electronics Show (Las Vegas, 5–8 January) saw ample attendance from prominent carmakers, tier-one auto suppliers and vehicle-tech majors. The stars seem to be aligning for a breakthrough in electric vehicles (~1% of...
en/investment-strategy/equity-solutions/equity-watcher/the-watcher-details/news/electrifying-times-for-automotives/
25
Jan
2017
Essilor and Luxottica: A perfect match
On 16 January, two giants in the eyewear industry announced a game-changing mega-merger to create ‘EssilorLuxottica,’ a...
The Watcher
On 16 January, two giants in the eyewear industry announced a game-changing mega-merger to create ‘EssilorLuxottica,’ a mega-corporation that will command a market share of >15% in the EUR 95 bn global eyewear market. Essilor is global leader in prescription lenses, while Luxottica is a global leader in fashion, luxury and sports eyewear...
en/investment-strategy/equity-solutions/equity-watcher/the-watcher-details/news/essilor-and-luxottica-perfect-match/
More results