Oil Price Outlook: All Signs Point to a Brutal Near-Term and a Meaningful Long-Term Recovery
Although we continue to believe that crude oil prices are well below the levels required to incentivize sufficient investment to meet demand beyond...
289 Views
Dissecting Quality: When Does Management Quality and Corporate Governance Matter Most?
Most active funds tout their ability to discriminate between good and poor quality management, and accordingly weight their portfolios towards...
302 Views
Caltex Australia (CTX) - Good track record but deal is too big to swallow - We would avoid the deal
Chevron Global plans to sell its 50% stake in Caltex Australia for US$3.6bn. We remain negatively inclined on the deal given: The stock has done...
283 Views