Monthly Geopolitical Comment: Too Early to Expect Lasting Improvements in US-China Relationship
In our base case, we do not expect the trade war between the US and China to end soon. The next bilateral meeting between Liu He and US Trade...
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StubWorld: A 2018 Review In Charts
This week in StubWorld ... The average NAV discount of a basket of 40 Holdcos steadily, and not altogether unsurprisingly, widened throughout the...
731 Views
Bolts from the Blue
All investments involve some degree of risk. In finance, risk refers to the degree of uncertainty and/or potential financial loss inherent in an...
490 Views
StubWorld: A Year-To-Date Review in Charts
This week in StubWorld ... Drawn from a basket of 40 Holdcos, the average NAV discount steadily widened in the first half of the year. Passive,...
506 Views
Rusal (HK) At 30% Discount to Moscow Line BUT…
On 23 March 2015, the shares of United Co Rusal Plc (486 HK) were admitted to listing on PJSC Moscow Exchange MICEX ("Moscow Exchange"). The...
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