Risk on Maturing in March
Our March risk on rally cycle remains intact but maturing with a concentration in our copper/energy theme. Emerging markets are our perform bet...
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Cycle Inflection Turns
Chartonics webcast Tuesday 8 March 2016Cycle inflection pointsTo view click on this link: http://www.screencast.com/t/2hBvPl15 4:14 min.Our focus...
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AmpGFX - Taking Stock on a Confusing Start to the Year
After a volatile start to the year that has involved a significant downward revision to global growth expectations, we try to take stock of the...
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Oil Search Boasts Large, High-Quality, Liquids-Rich Gas Resources in PNG.
Oil Search is an all-or-nothing bet on PNG LNG, which does not yet have a moat.Active in Papua New Guinea, since 1929, Oil Search operates all...
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Moat or Mother Fracker?
Exploration and production companies have long relied on capital markets to fund stellar growth, perhaps assuming that persistently high commodity...
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