BHP Unification A Done Deal - Now for the BIG FLOWS
BHP Unification is now decided. The flows are mostly known. But they are big. The more interesting flows may be on the funding trade in AU to sell...
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Airtel Africa Is The Solution For Investors Worried About Visa And Mastercard Valuations
Visa and Mastercard, undoubtedly both great companies but are they good investments right now? I analyse both Visa and Mastercard in detail.
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Helios Towers IPO (Part II): Attractive at the Lower End of the IPO Range
Helios Towers Ltd (HET UK) (HT) is a leading independent mobile tower operator in Africa. HT has filed for an IPO in the London Stock Exchange...
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India Reform - Moving In The Right Direction
The reform agenda is fast, and in the right direction. Corporate tax reforms and the restructuring the public sector banks together with the...
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India: Modi Springs in Action
With the growth rate fast veering towards the dreaded “Hindu’ growth rate of 4.5%, the norm for India for decades after the independence, Indian...
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