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,...
269 Views
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.
209 Views
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...
328 Views
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...
507 Views
Exxon Mobil: Investor Pessimism Is Creeping Up And This Is Good News For Long-Term Holders
It is too early to consider this retracement as an attractive buying opportunity as short-term headwinds are to be expected.
344 Views