Synergy Grid & Development Re-IPO - Negatives and a Look at Valuation
Synergy Grid & Development Phils (SGP) aims to raise up to US$350m in its Philippines (Phil) IPO. SGP indirectly controls over 60% of National...
333 Views
Synergy Grid & Development Re-IPO - Deal Background and Positives
Synergy Grid & Development Phils (SGP) aims to raise up to US$350m in its Philippines (Phil) IPO. SGP indirectly controls over 60% of National...
395 Views
Crude Oil and Copper Breakdowns Reinforce Our Concerns; Defensive Sectors Remain Attractive
Our cautious outlook is reinforced by ongoing developments. Relative strength improvement for defensives (Utilities, Staples, Real Estate, Health...
211 Views
UK: What Will Happen in the UK General Election?
Just over a year ago, we published UK Political Risk: Like It or Lump It . In the discussion, we cited a 33% chance of a general election in 2019....
276 Views
Developed Markets Strategy: Stick with Japan
Despite EAFE’s YTD outperformance relative to EM, EAFE and EM returns have generally been equal since August, shown by the stalemate in the EAFE...
426 Views