Why Cooper Investors is Bullish on Sony (SNE) and HDFC Bank (HDB) Stocks?

Cooper Investors, an independently-owned investment firm, recently published its first-quarter Global Equities Fund (Hedged) commentary – a copy of which can be downloaded here. During the first quarter of 2020, the Cooper Investors Global Equities Fund (Hedged) returned -18.98%, while the benchmark MSCI ACWI was down 19.97%.

In the said letter, Cooper Investors highlighted a few stocks and Sony Corp (NYSE:SNE) is one of them. Sony Corp engages in designing, manufacturing, and selling...