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NIO (NYSE:NIO) found a new anchor investor last week when it secured a $738.5M investment from the Abu Dhabi government. The investment deal follows...
Investment Thesis PulteGroup, Inc (NYSE:PHM) is a cyclical company. During the latest Housing Starts cycle from 2005 to 2022 (peak-to-peak), there was hardly any...
The relative outperformance of Singaporean equities relative to its ASEAN peers this year has been a surprise, given the lack of macro tailwinds. The...
Thesis Graphic Packaging Holding (NYSE:GPK) is the #1 fiber-based consumer packaging company in Europe and the USA. Being a market leader, GPK is set...
Germany’s latest Q1 GDP data revision confirmed what many had long anticipated – the economy had already entered a technical recession (albeit a shallow...
Microsoft (NASDAQ:MSFT) stock has led a dramatic recovery in the tech sector. The company reported resilient fundamentals in spite of the tough macro, but...