ANIMAL SPIRITS REPORT 2: APAC Valuation and Earnings Snapshot
Asia Pacific Investment Strategy In this series of introductory notes, Animal Spirits outlines the investment process and analytical framework we...
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Oil Markets: Fundamentals Improving, but U.S. Shale Still Looms
Crude markets have tightened a good deal in recent months, as strong demand growth and supply issues have pulled forward the industry recovery by...
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Oil Price - OPEC Deal or No Deal?
Brent Oil prices have rallied by more than 18% since end-July'16 close, after new Saudi oil minister tipped for an 'OPEC deal' on oil production...
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Tanker Shipping - Recent Quarterly Results and Dividend Cuts Confirm Our Thesis, Not Just Seasonal
Early in the summer, we had downgraded the tanker shipping sector and asked investors to brace for lower earnings and lower asset values and stock...
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Idemitsu: Family Signs Joint Control Doc, Opposes Merger
A Japanese regulatory filing has shown that the main Idemitsu family control vehicle, Nissho Kosan (日章興産株式会社) and three Idemitsu family members had...
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