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...
491 Views
Growth of M&A Activity Signals Positive Outlook for Oil and Gas in 2017
M&A deal volume in the oil and gas sector (1) increased markedly in 2016 both in the US by 67% (YoY) and globally by 50% if using normalised...
354 Views
Silicon Stories#2: The E-Power Revolution
While most renewable energy stocks in Thailand (SUPER, DEMCO) are overvalued in our view, it is worthwhile to note the technological advances in...
211 Views
Trump Not Likely to Halt Decline of US. But Ray Dalio Makes Good Case in Bringing Back Ayn Rand
I was working on a bigger piece on HK vs Singapore which I will put out later, and reviewing political classifications of economies, when I saw a...
294 Views
2017 Asset Allocation Outlook – Part 2: Trump Reflation Euphoria to Fade?
The overwhelming investor consensus a year ago was for further EM/commodity downside amid deflation fears - this year it is a USD secular bull and...
322 Views