Islam, Terror, Politics and Oil - Part 1
Align yourself with the Qatar government, $200bn in GDP, $200bn in assets for 200,000 civilians who own 96% of the stock market. Qatar Investment...
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The size of ECB QE is not priced in – Massive European Equities Upside
With CHF last at 0.9033, we are +5% (unlevered) on the cross since the Fri Jan 16th call where it closed at 0.8587. I continue to believe and...
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Singapore Exchange – No Real Progress
SGX: SGX reported FY 1H22 core results were not robust. The top-line hiccup was nearly offset by better-than-expected cost control.
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Singapore Exchange - Ringing Hollow
SGX: A50 Challenges: HKEx launched the MSCI China A50 Connect, which directly competes with 20% of SGX' PBT. A recent competitor event revealed...
262 Views