Macro Funds Lose Faith, Precision Farming Revolution Looms
As more macro funds shut their doors in despair, global rate and FX volatility has revived as the BoE turned hawkish - 2-yr gilt yields have...
243 Views
IOI Corporation Berhad: Why Sell This Investment Grade (?) Issuer's Stock?
This insight’s title will leave many wondering if this is an equity or a fixed income report. It’s not often an analyst stumbles on a company with...
443 Views
Noble Group: Whither From Here?
Investors' concerns regarding the sustainability of Noble Group Ltd (NOBL SP) in its current form is not unfounded. Contributory factors include...
449 Views
Olam International: The Saga of Negative FCF and High Leverage Continues
Olam International Ltd (OLAM SP), a Singapore headquartered agri-business company, operating from ‘seed to shelf’ in over 70 countries (and a...
561 Views
Issues Raised by WH Group and US Pork
Should we be concerned that a Chinese pork producer is buying the largest hog producer in the US? Growing concerns over food safety and problems...
2.8k Views