Economic Update: Central Banks: Fed, BoE, BoJ and ECB - SEPTEMBER 24, 2024
The Fed’s first interest rate cut, a significant reduction of 50 bps, coincided with the ECB lowering rates and the BoE holding rates steady as...
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The Stocks to Own in ASEAN – Vol. 48
We highlight 14 stocks in ASEAN that look interesting to us based on our FVMR Methodology. Portfolio changes: Five stocks remain, nine stocks added...
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Energy (Power) - Positive Seasonality to Drive 3Q24E Core Earnings
We expect the power sector to become attractive again as the interest rate uptrend nears its end (as firms use debt leverage to drive growth and...
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Energy Absolute: Band Aid Secured
We believe EA's near-term liquidity crunch is nearly over. Barring further negative news, the maturity extension and the bank credit facilities...
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Global Power Synergy - Strong 2Q24 Earnings as Expected, Driven by SPP Fleet
The 2Q24 earnings were as strong as expected. The earnings momentum in 2H24E is likely to improve HoH (Xayaburi project sees seasonality in 3Q
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