Singapore Exchange – Not So NIFTY
* Indian Exchange Announcement Really Hurts: On February 9, 2018, the Indian stock exchanges collectively terminated Singapore Exchange's (SGX.SP)...
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Vermilion Macro Vision - U.S. Equity Strategy: Sector Commentaries with Recommendations
Our last strategy “Fake Moves” highlighted our view that the markets were showing no parallel to the “fake news” narrative and indeed provided a...
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Can Companies Really Adopt a Single Global Anti-Corruption Policy?
In this article John Bray discusses whether it is really possible for multinational companies to apply a single global anti-corruption policy in...
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The Market Sentimentalist - Musings on Musk, Tesla and AI
SummaryTechnology stocks have rebounded smartly after the recent pullback: FANGs are back at record highs (The Market Sentimentalist - New-FANG-Led...
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Arks, Sharks and Whales
Global politics is entering uncharted waters. The post-Cold War liberal world order crafted by the US, Europe and their allies, which provides the...
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