Global Ex-U.S. & EM Continue to Point to Risk-Off Environment
YTD sideways congestion for the MSCI ACWI ex-US and an intact downtrend for the MSCI EM index continue to point to a risk-off environment for...
357 Views
Weekly Oil Views: Saudi Stewardship of Oil Prices Decouples from Aramco IPO
Word on the street is that the "IPO of the century", the listing of a 5% stake in Saudi Arabia's crown jewel Saudi Arabian Oil Co (131861Z AB), may...
371 Views
Three Emerging Industry Trends in Oil & Gas That Could Drive Growth in M&A After Slow Down in 2Q18
New oil cycle impact on M&A Since falling to the 12-year minimum of $28 per barrel in January 2016, the Brent crude oil price has climbed by...
497 Views
Global E&Ps: South Africa in Focus
South Africa has limited historical oil and gas production, with current production of c.25 Kboe/day largely gas-focused for the Mossel Bay GTL...
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Global Energy Shares Breaking Out; Technology Remains Attractive
The MSCI ACWI and S&P 500 have both achieved a higher high relative to mid-April prices, which we see as a potential early indication of a...
406 Views