Oil Marketing Sector – Major Beneficiary of Improved Macros
Investment Thesis: Oil marketing sector (OMCs) of Pakistan is set to benefit from strong sector dynamics and improving economic fundamentals. The...
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Cold Water: An OPEC Cut Can't Fix Oil's Structural Issues
The decision by OPEC to cut production is certain to have a material impact on short-term oil and energy share prices.This brief report aims to...
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Playing the OPEC Deal
Oil prices have had a jittery week after the shock of the US elections leading to a dollar resurgence and abject confusion over the impact on the...
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Energy the Strongest Sector in October on Oil & Coal Price Swings
Singapore’s Energy Sector was the strongest of Singapore’s stock Sectors in October, with a 10.4% market capitalisation weighted total return on...
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How to Fix Oil Prices
This piece highlights my recent proposal for a mechanism to solve the enforceability and adaptability issues faced by OPEC in their proposed...
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