Vector Gas Reset Neutral, VCT Outlook Positive—Upgrade to OUTPERFORM
The Commerce Commission’s (ComCom) draft gas price reset for Vector (VCT) is a little lower than expected, but there is scope for a better outcome...
5 Views
OCI Global’s Merger
In what can only be described as a masterclass in public equity value destruction disguised as strategic transformation, OCI Global
Primer : Varun Beverages Limited
PepsiCo's largest bottler outside North America, Varun Beverages, diversifies portfolio towards healthier options and becomes net-debt-free after...
41 Views
Outlook 2026: Fiscal Expansion + Monetary Divergence + Robust AI + Ebbing USD = Resilient Asia
Asia resilient in '26 - DMs' fiscal boost, Fed rate cuts, AI boom & healthy balance sheets. Low inflation = low rates, USD moderation to boost...
46 Views
Greening the Future: Sustainability in Singapore
The U.S. ESG pullback creates global uncertainty but opens a strategic window for Singapore to cement its leadership in sustainable finance.
47 Views