Global Oil and Gas Consolidation Offers Chinese Firms Opportunities for Deals, Report Says
A wave of mergers and acquisitions in the oil and gas sector has offered opportunities for Chinese companies to optimize their overseas assets,...
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Strong US and Weak Japanese Data Shifts Interest Rate Expectations – Implications for Stock Markets?
US data stronger than expected, Japanese economy in recession as predicted, markets remain buoyant but uncertainty looms.
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Metals Acquisition Ltd Secondary Listing - Too Much to Pay for a Single Asset
Metals Acquisition (MTAL US) is looking to raise up to A$300m (US$197m) through its ASX secondary listing. In this note, we talk about the deal...
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2024 High Conviction Idea: The Case for a Rotation Out of Japan into Hong Kong - Part 3
The Hong Kong market offers a favorable risk-reward ratio, suggesting a barbell strategy with high-beta and low volatility dividend stocks could...
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China ADD Extension Hots Up Halogenated Butyl Rubber Market
Retaining the import of halogenated butyl rubber into the country expensive, China has decided to continue with the anti-dumping duty (ADD) on the...
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