Mastercard's stock has remained flat over the past seven months, underperforming the benchmark which gained 9%. Despite this, the long-term investment thesis for Mastercard has strengthened due to emerging positive factors and market trends. The author, previously neutral on Mastercard, now sees a more constructive outlook as current dynamics could fuel renewed momentum for the company. This shift suggests potential investment opportunities ahead as favorable trends develop.
The Vanguard Financials ETF (VFH) has received a reiterated buy rating due to its attractive valuation and strong technical momentum as the Q2 earnings season approaches. Trading just above 14 times earnings with a long-term EPS growth near 12%, it o...
VEON Ltd. and Mastercard have partnered to accelerate the development of inclusive and accessible financial services across Ukraine, Kazakhstan, Pakistan, and Uzbekistan. The collaboration aims to combine VEON’s local digital platforms and data capab...
In June, the S&P 500 Momentum Index surged 7.5%, outperforming all other S&P factor-based equity exposures and maintaining a strong 44.4% gain for Q2. This momentum trend also led year-to-date with a 36% gain, driven by investor preference for price ...
