Oil – Trying To Get Dislocation Under Control
* Oil Price Dislocation Continues: Last week, US West Texas Intermediate (WTI) crude futures closed at a negative USD 37.63 per barrel (bbl) [yes,...
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Singapore Exchange – Outperformance Will Not Continue
* Significant Increase Over FY 2Q20: Singapore Exchange (SGX.SP) reported FY 3Q20 NPAT of SGD 137.5 mn, increasing SGD 38.5 mn (38.9%) linked...
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US Financials: Banks Overhang, Capital Markets Gain.
US Financials allocations continue to drift lower, however they remain widely held among active managers. Banks are the key driver behind the move,...
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A Bottom Has Been Established; Possible Retest?
In today’s report we outline our belief that the combination of extreme oversold conditions and several key sectors/industries holding above major...
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Curb Your Enthusiasm on B3 (B3SA3 BZ) - Look to Other Value Opportunities in Exchanges
B3 Sa - Brasil Bolsa Balcao (B3SA3 BZ), the Brazilian exchange, continues to benefit from sustainably lower domestic benchmark rates, and bullish...
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