What a Biden Presidency Will Mean for Markets, the Economy and Asia
The key impact of a Biden presidency will be an initial sell-off in US equities, given that Biden has pledged to raise the corporate tax to 28%...
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Infigen Energy’s Off-Market Takeover Offer
Infigen Energy (IFN AU) generates and sources renewable energy, increases the value of intermittent renewables by firming, and provides customers...
368 Views
Infigen Energy Deal - Interesting Optionality
The AFR's Street Talk mentioned the possibility of a deal for Infigen Energy (IFN AU), which owns and operates wind farms in NSW, South Australia...
486 Views
Saudi Aramco and ESG: When Assets Become Liabilities
To date, my Smartkarma research has focused on big-picture ESG themes. Previous Insights covered specific stocks in a thematic context, but I...
692 Views
Just Eat Takeover Offers Bumped and Now Final - I Expect Takeaway Takes It Away
I expected this deal to get to a Takeovers Panel-driven auction. I was wrong. Thursday morning 19 December 2019 pre-open, as Just Eat PLC (JE/ LN)...
803 Views