Galaxy Surfactants IPO Preview: Selling Shareholders Cleaning Up
Galaxy Surfactants is one of India’s leading speciality chemicals firms. Galaxy will IPO through a secondary share sale of 6.3m shares, which is...
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U.S. Equity Strategy & Individual Sector Commentaries
In our November Macro Vision report, we provide an appraisal and recommendations for each of our 12 Sectors, with extra attention devoted...
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Deere & Company – In the Headlights
* Commodity prices are in the tank, and producers are feeling the pinch. US grain producers, as a result, are struggling to repay their debt.* John...
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Huntsman / Clariant: Is a Counterbid for Clariant Likely?
When the $20bn Huntsman / Clariant merger-of-equals was announced, it was generally met with disappointment by shareholders from both sides, but...
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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...
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