India Bans Wheat Exports; Baby Formula & Diesel Shortage in US: Repeat of Beggar Thy Neighbor Policy
What is the common theme for beggar thy neighbor policies and higher inflation rates as evidenced by surging wheat prices, higher diesel prices,...
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Olam Group: Restructuring to Unlock Value
Olam Group set to replace Olam International as the listed company entity on 16 March. Our SoTP valuation is S$2.36 per share, which is a 34%...
620 Views
Adani Wilmar IPO Initiation: Cooking up a Business
Adani Wilmar is set to launch an IPO to raise $483m. The business has broadly attractive fundamentals and is worth a closer look.
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Global Consumer Staples: Allocations at Rock Bottom as Growth Investors Flee
Allocations in Consumer Staples stocks are at decade-long lows. Average fund weights among active Global managers stand at 7.65% following an...
417 Views
GrainCorp: LTAP Pulls the Plug
On Monday night, Long Term Asset Partners (LTAP) abandoned its proposed acquisition of Graincorp Ltd A (GNC AU). As a reminder on 3 December 2018,...
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