Don't Write off Further Aussie LNG Supply Growth: Positive for WPL AU; Negative for US LNG Players
We think the market is underestimating global LNG supply in the early to mid-2020s from current facilities: initially we look at Australia, which...
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Global Equity Strategy: Still Cautious Despite Oversold Conditions
Global markets are overdue for a bounce, But a host of uncertainties including are providing a significant headwind for broad developed and...
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LNG Industry Insight: New Entrants Gaining Market Share Amid a Tightening LNG Market (Part 1)
After a period of low investments and declining LNG prices, the LNG industry is enjoying a new phase of growth characterized by radical changes, as...
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Equity Asia Weekly Research - 3 Oct 2018
THE MAIN IDEA(Relative Value Approach in USD Terms)Long Term Allocation (Strategic view) Relative Value vs MXAP in USD terms⦁ NIKKEI/MXAP: Long...
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Aussie Equities Model Portfolio Update
Good outperformance by staying long growth. Our model portfolio has a tilt towards Growth over Value and this has underpinned its solid...
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