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Insights on Canada

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23 Dec 2024 11:30

Thematic Report: India's Nuclear Power Boom: A 2.7x Growth Story

​India's nuclear power capacity set to surge 2.7 times by 2031, creating investment opportunities for companies like BHEL, Walchandnagar & HCC .

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23 Dec 2024 08:00

Equity Return Expectations Under An Alien Invasion

Our study of an alien invasion opens the door to discussing return studies. Standard assumptions about returns to bonds and equity risk premiums...

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Cam Hui
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bullishMacroeconomics
22 Dec 2024 18:06

Global Monetary Easing Cycle Becomes More Idiosyncratic

The global monetary easing cycle has become more idiosyncratic, as central banks face differing risks, ranging from deflation to potential...

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21 Dec 2024 11:30

Global Oil Market 2025: US, OPEC+ and Much More..

​Global oil demand growth is slowing, reshaping market dynamics as OPEC's influence wanes and renewable energy adoption grows, highlighting the...

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20 Dec 2024 15:42Podcast

Biggest Mining stories of 2024 – AFR’s Peter Ker

Mr. Kerr focuses on resources, BHP Anglo makes surprising move in 2024, battery metal slump impacts Lion Town and Nickel West, Minray and Andrew...

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