Weekly Newsletter – 29 December 2025
LIS Global Markets Research weekly newsletter for the week of 29 December 2025: industry indicators across U.S. and global equities, rates, commodities and FX, with a weekly recap of key market developments.
Research and markets
Insights
19 results
Weekly Newsletter – 22 December 2025
LIS Global Markets Research weekly newsletter for the week of 22 December 2025: industry indicators across U.S. and global equities, rates, commodities and FX, with a weekly recap of key market developments.
Weekly Newsletter – 16 December 2025
LIS Global Markets Research weekly newsletter for the week of 16 December 2025: industry indicators across U.S. and global equities, rates, commodities and FX, with a weekly recap of key market developments.
Weekly Newsletter – 9 December 2025
LIS Global Markets Research weekly newsletter for the week of 9 December 2025: industry indicators across U.S. and global equities, rates, commodities and FX, with a weekly recap of key market developments.
Monthly Newsletter – November 2025
LIS Global Markets Research monthly newsletter for November 2025: monthly highlights, developed and emerging markets, and cross-asset views.
Weekly Newsletter – 1 December 2025
LIS Global Markets Research weekly newsletter for the week of 1 December 2025: industry indicators across U.S. and global equities, rates, commodities and FX, with a weekly recap of key market developments.
The Trillion Dollar Circular Economy of AI-Chips
Global Markets Research article on the self-reinforcing flywheel of capital, production and demand linking Nvidia, AMD and OpenAI, and what the circular AI-chip economy means for valuations and market concentration.
Meta Platforms, Inc. Equity Research
Equity research on Meta Platforms, Inc. (NASDAQ: META). BUY recommendation with a $790.00 DCF-based price target, supported by AI-enhanced advertising growth, strong free cash flow and unmatched global platform reach.
Weekly Newsletter – 24 November 2025
LIS Global Markets Research weekly newsletter for the week of 24 November 2025: industry indicators across U.S. and global equities, rates, commodities and FX, with a weekly recap of key market developments.
Semiconductor Industry Sustainability Report – November 2025
ESG sustainability report on the semiconductor industry prepared by the Equity Research Sustainability team: why ESG matters, legal framework, industry overview, major players, demand drivers, environmental, social and governance analysis, and outlook.
Weekly Newsletter – 17 November 2025
LIS Global Markets Research weekly newsletter for the week of 17 November 2025: industry indicators across U.S. and global equities, rates, commodities and FX, with a weekly recap of key market developments.
The Geopolitics of Commodities: Power, Policy and the New Financial Order
Global Markets Research article on how resource nationalism, industrial policy and the energy transition are turning critical minerals and energy into instruments of geopolitical power, and the implications for investors and markets.
Weekly Newsletter – 10 November 2025
LIS Global Markets Research weekly newsletter for the week of 10 November 2025: industry indicators across U.S. and global equities, rates, commodities and FX, with a weekly recap of key market developments.
Soybean Markets – Consequences of the Tariffs War
Global Markets Research article on how the U.S.–China tariff war has redirected Chinese soybean demand towards Brazil and Argentina, the collapse in U.S. soy exports to China, and the consequences for prices, farmers and trade flows.
ACM Research Inc. Equity Research
Equity research on ACM Research Inc. (NASDAQ: ACMR), a semiconductor wet-cleaning and advanced packaging equipment provider. BUY recommendation with a $46.16 price target based on FCFF valuation.
e.l.f. Beauty, Inc. Equity Research
Equity research on e.l.f. Beauty, Inc. (NYSE: ELF). STRONG BUY recommendation with a $108.93 DCF-based price target, supported by 23 consecutive quarters of revenue and market-share growth, a digital-first strategy and a strong, low-debt balance sheet.
SK Hynix Inc. Equity Research
Initiation of coverage on SK Hynix (000660.KQ) with a BUY recommendation and a ₩300,000 price target, underpinned by its leadership in high-bandwidth memory (HBM), an improving margin profile as the memory cycle bottoms, and a steep valuation discount to global peers.
Uber Technologies, Inc. Equity Research
Initiation of coverage on Uber Technologies, Inc. (NYSE: UBER) with a BUY recommendation and an $88.18 DCF-based price target, driven by its platform strategy, improving unit economics in Mobility and Delivery, and untapped growth in autonomous driving, advertising and logistics.
Walt Disney Co. Equity Research