U.S. Equity Strategy: Value Overtaking Growth; Treasury Yields and Commodities Bottoming
New and ongoing developments continue to support our bullish outlook. In the “new” column, we have bullish inflections in Treasury yields, the...
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Thai Macro Watch (November): GSP Cancellation, Fallout at Thai Summit
Five external news/trends which we highlighted in the recent month: America cuts Thailand's GSP privilege, affecting several companies in the food...
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U.S. Equity Strategy: Small-Caps Testing Critical Resistance; Downgrading Communications
As bullish developments pile up, the weight-of-the-evidence continues to support our belief that we may be in the early stages of a broad-based...
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Anti-Trust Should Be A Non-Issue In The GPSC/Glow Deal
A decision by the Energy Regulatory Commission (ERC) on the acquisition of a 69.11% stake in Glow Energy Pcl (GLOW TB) by Global Power Synergy...
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Weekly Oil Views: Saudi Stewardship of Oil Prices Decouples from Aramco IPO
Word on the street is that the "IPO of the century", the listing of a 5% stake in Saudi Arabia's crown jewel Saudi Arabian Oil Co (131861Z AB), may...
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