BANGKOK Thailand's telecommunications regulator decided on Friday to allow the sale of Triple T Broadband, or 3BB, to Advanced Info Service (AIS), turning…
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Daily roundup of research and analysis from The Globe and Mail’s market strategist Scott Barlow
Citi analyst Chris Montagu released his monthly report on the world’s top-performing investment themes.
“We note the portfolio representing the top quintile Themes in our Global Theme Machine delivered a return of 23.3%, outperforming MSCI World Index by 6.8% over 2020 … March’s best performing Theme was +7.5%: Clean Water (MSCI World +3.4%). Re-opening Themes are in focus too: Global Trade (+16.1% YTD), Sharing Economy (+16.0%), Belt & Road (+12.2%), as well as the Biden-driven market focus on Infrastructure (+10.7%). Weakest performance YTD was evident in Space Race (-2.3%), SaaS (+1.0%), DNA/Genetics (+1.4%)