EM Strategy: Brazil Breaking Out, EM Energy Remains Attractive
While the MSCI EM index remains in a well-defined downtrend, and we continue to recommend selectivity, we highlight several investable themes and...
474 Views
EM Strategy: Russia and Thailand Bullishly Inflecting; Pullback Opportunity in India
This report highlights actionable themes across the EM universe, including: bullish inflections in the Russian and Thai markets, and a pullback...
442 Views
Snippets #14: Prayuth's Election Run, the Year's Biggst IPO
Our final Snippets for the eventful month of September, which turns out to be our best trading month so far in 2018, features the usual 5-pack news...
364 Views
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...
574 Views
Power Thai-Coons Rise to the Occasion
Revolving Doors to Riches. Just after being ushered into the list in January, two "Thai-Coons" are equally quickly ushered out, as Forbes updated...
151 Views