Global Equity Strategy: Constructive Pullback; Overweight Value
As long as the MSCI ACWI (ACWI-US), ACWI ex-US (ACWX-US), and EM (EEM-US) indexes are above their respective intermediate-term support levels we...
221 Views
Vedanta Soars Beyond Indicative Open Offer Level. Not Expensive
VEDL is STILL cheap to peers relative, on a stub basis, on a fundamental basis using current or forward EV/consensus EBIT or EBITDA. We await the...
424 Views
Notes from the Silk Road: Activism - 2020 Review Reveals Some Interesting Trends
2020 activism numbers are in with some interesting underlying trends reflecting possibilities of how campaigns in 2021 & 2022 may evolve notably...
240 Views
Power Points: Volatile Start to 2021 — February 2021
Power PointsVolatile Start to 2021 — February 2021 2021 has started with a bang with huge ETF induced share price movements, Rio Tinto (RIO)...
470 Views
Electricity Sector: Return of the Smelter
Electricity SectorReturn of the Smelter Rio Tinto's (RIO) decision to extend the life of NZAS to at least 31 December 2024 is a significant...
410 Views