Key Points:
- Even as global markets remain generally weak, there are at least 10 global themes that are working (at least a couple of Focus List names and other watchlist names showing constructive action): Global Digital Payments, Brazilian Tourism and Travel, U.S. Discount Stores, Global Medical Products/Equipment, Indian Generic Drugs/Biopharmaceuticals, U.S. Cloud Service Adoption, Global Athletic/Active Lifestyle, the Global Cannabis Opportunity, Norway Salmon Farming, and Middle Eastern Banks.
- The two with the highest number of Focus List ideas are Global Digital Payments (10) and Global Athletic/Active Lifestyle (nine).
- Currently actionable Focus List ideas from the 10 themes include Fast Retailing (RETA.JP; 9983 JP), Asahi Intecc (AS@H.JP; 7747 JP), Marine Harvest (MHG.NO; MHG NO), Localiza Rent-a-Car (LOC.BR; RENT3 BZ), CVC Brasil (CVC.BR; CVCB3 BZ), Makalot Industrial (MIK.TW; 1477 TT), Qatar National Bank (QNB.QA; QIBK QD), Divi’s Laboratories (DVL.IN; DIVI IN), Biocon (BBB.IN; BIOS IN). All of these markets except Taiwan are in a Confirmed Uptrend. Still waiting on U.S. market.
