U.S. Elections and ESG: Impacts on People, Planet… and Profit
For most of 2020, global capital markets have singularly fixated on the coronavirus pandemic, first the humanitarian crisis itself and ensuing...
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What a Biden Presidency Will Mean for Markets, the Economy and Asia
The key impact of a Biden presidency will be an initial sell-off in US equities, given that Biden has pledged to raise the corporate tax to 28%...
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Trump Orchestrates an OPEC+ Production Cut with G20 Backing: Crude to Stay Low
President Trump has coordinated a global crude-oil production-restraint deal among OPEC (led by Saudi Arabia), Russia and other major producers...
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Saudi Aramco and ESG: When Assets Become Liabilities
To date, my Smartkarma research has focused on big-picture ESG themes. Previous Insights covered specific stocks in a thematic context, but I...
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Saudi Aramco IPO Valuation: Overambitious Expectations Lowered, the Discount Is Still Not Sufficient
Saudi Aramco is the world’s largest integrated oil & gas company and according to the company, it produces one in every eight barrels of crude...
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