Shift Exposure From EAFE to EM
We are recommending a shift from developed international markets (EAFE) to emerging market equities, as the MSCI EM index is breaking topside...
755 Views
EM Breakout -- Add Exposure
The laundry list of current market conditions consistent with the profile of a bull market continues to grow, helping support our ongoing belief...
677 Views
Geo Energy (GERL SP): Distressed Bonds and Share Price Versus Optimistic Management; Who Is Right?
Geo Energy Resources (GERL SP) has seen its share price decline to multi-year lows in FY19 and it continues to tick lower into the final month of...
460 Views
EV, Hybrid Incentives / Jkt's Air / Seats Promised for Parties / Islamists Slammed / Haze Redux
Tax changes mark a fundamental overhaul of auto-sector regulation, designed to move from taxing based on model and engine size to rates based on...
447 Views
Prabowo Changes Tack / Pertamina's Offshore Blowout / Adverse Water Bill May Pass / Tollroad Tenders
Widodo aims to maximize his alliance, while Prabowo is seeking material benefits; the latter is therefore playing humble to curry favor -- but...
486 Views