How Trump Could Change the Oil Game
After a few months of thinking, I’ve been getting steadily more bearish on just about everything as the biggest political change in years happens...
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Asia Frontier Capital Travel Report: Pakistan
I had the opportunity in early October 2016 to attend a three-day fund manager conference organized by one of our Pakistani brokers in Lahore (one...
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OPEC Adds a Twist to the Plot, but the Ending Is Unchanged
OPEC's production cuts announced this week represent a positive near-term development for world oil markets, removing more than 1 million barrels...
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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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