India Bans Wheat Exports; Baby Formula & Diesel Shortage in US: Repeat of Beggar Thy Neighbor Policy
What is the common theme for beggar thy neighbor policies and higher inflation rates as evidenced by surging wheat prices, higher diesel prices,...
356 Views
Olam Group: Restructuring to Unlock Value
Olam Group set to replace Olam International as the listed company entity on 16 March. Our SoTP valuation is S$2.36 per share, which is a 34%...
632 Views
Adani Wilmar IPO Initiation: Cooking up a Business
Adani Wilmar is set to launch an IPO to raise $483m. The business has broadly attractive fundamentals and is worth a closer look.
302 Views
Global Consumer Staples: Allocations at Rock Bottom as Growth Investors Flee
Allocations in Consumer Staples stocks are at decade-long lows. Average fund weights among active Global managers stand at 7.65% following an...
418 Views
GrainCorp: LTAP Pulls the Plug
On Monday night, Long Term Asset Partners (LTAP) abandoned its proposed acquisition of Graincorp Ltd A (GNC AU). As a reminder on 3 December 2018,...
802 Views