EM PM, Ecstrat

Emad Mostaque

EM PM

Ecstrat

Ecstrat is a consultancy advising on asset allocation between global equity markets, with a focus on the intersection of governments, geopolitics, governance and markets.
 
Over the past few years and more especially since the Great Financial Crisis (GFC), investors have become more focused on short-term market movements and real-time returns and have consequently neglected the analysis of the underlying structural themes that underpin longer term performance.
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More specifically we believe that the evolution of governance-based relationships between investors, controlling shareholders, labour and the state is one of the primary determinants of both relative and absolute performance between individual equity markets.
 
We will endeavour to provide investors with some of the context surrounding governance-related issues which encompass many different disciplines including history, economics and political science, as well as the financial metrics which are the most obvious manifestation of the structural characteristics of each market.
 
We will pay particular attention to the shifts and potential inflection points for governance in individual markets as these are often the best lead indicators for both economic and market performance.

Thematic (Sector/Industry)

<p>There is a high probability of a nuclear deal being agreed between the P5 + 1 nations and Iran next Friday, 20th March. This may be the precursor for energy stocks to recouple to downside and for spending cuts to spread from capex to dividends for majors.</p>

There is a high probability of a nuclear deal being agreed between the P5 + 1 nations and Iran next Friday, 20th March. This may be the precursor for energy stocks to recouple to downside and for spending cuts to spread from capex to dividends for majors.

United States

Teekay LNG Partners LP provides marine transportation services for liquefied natural gas, liquefied petroleum gas and crude oil. It operates through the following segments: Liquefied Gas and Conventional Tanker. The Liquefied Gas segment consists of liquefied natural gas and liquefied petroleum gas carriers subject to long-term, fixed-rate charters to international energy companies and Teekay Corp. The Conventional Tanker segment includes suezmax-class crude oil tankers and handymax product tanker operating on long-term, fixed-rate time-charter contracts to international energy and shipping companies. It owns and operates medium-sized crude oil tankers to expand its operations in the liquefied natural gas shipping sector. The company was founded on November 2, 2004 and is headquartered in Hamilton, Bermuda.

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Teekay Lng Partners Lp (TGP US)

Will an Iran deal crack oil?

There is a high probability of a nuclear deal being agreed between the P5 + 1 nations and Iran next Friday, 20th March. This may be the precursor...

Emad Mostaque

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