Defensives Worthy of a Tactical Overweight As recently as last week (March 30 Int'l Compass) and throughout February/March we have recommended shifting to defensives due to our belief that $93 will cap upside on the MSCI ACWI (ACWI-US) in 2023. MSCI ACWI defensive Sectors including Health Care, Utilities, and Consumer Staples are hitting 2+ month RS highs, and are staging bullish price and RS reversals, as are precious metals miners (GDX-US). This confirms our belief that now is the time to be ...
Announcement of Periodic Review: Moody's announces completion of a periodic review of ratings of Lanxess AG. Global Credit Research- 17 Oct 2019. Frankfurt am Main, October 17, 2019-- Moody's Investors Service has completed a periodic review of the ratings of Lanxess AG and other ratings that are associated with the same analytical unit.
Announcement: Moody's: China's rising demand for drugs will fuel foreign pharma companies' growth into 2023. Global Credit Research- 24 Sep 2019. -Relaxed regulation, improving healthcare coverage to drive China's pharmaceutical demand.
Announcement: Moody's: China's rising demand for drugs will fuel foreign pharma companies' growth into 2023. Global Credit Research- 24 Sep 2019. -Relaxed regulation, improving healthcare coverage to drive China's pharmaceutical demand.
BAYER - NEUTRAL | EUR81(+19%) Q4 2018 results slightly better than expected A significantly better Q4 2018 than expected for Crop Science Pharmaceuticals slightly sales below consensus Consumer Health remains in the tunnel Crop Science is the focus
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