EM Energy: Sentiment Depressed. Reliance Industries/Lukoil Bucking the Trend
The fallout from the Oil price wars has sent Energy allocations in GEM active portfolios towards their all-time lows. The average EM fund now...
415 Views
Oil – Trying To Get Dislocation Under Control
* Oil Price Dislocation Continues: Last week, US West Texas Intermediate (WTI) crude futures closed at a negative USD 37.63 per barrel (bbl) [yes,...
259 Views
Oil Stall for Roll into Brent for a Final High
We outlined a slide from WTI 72 back to 63.50 for a tactical rise (we trimmed our short at 65). However, push aggressively through WTI 67 reversed...
194 Views
New York and London Battle for Saudi Aramco IPO
Interesting article in the Financial Time (FT) on stock exchanges fighting for Saudi Aramco IPO...
3k Views
Saudi Aramco Value: $tn? Maybe Not!
In Saudi Arabia, the Saud family wants to launch an Initial Public Offering (IPO) for 5% of Saudi Aramco, the biggest worldwide oil company...
635 Views