A High‑Beta Basket of HK Stocks Leveraged to a Cyclical Oil Bull Market.
As the Iran war brings focus tot he oil and gas sector, we look at some high-beta companies with leverage to the oil bull market
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Curator's Cut: Crude Reality, Reshuffling Gold Miners & Banking on Japanese Fintech
​This Curator's Cut highlights energy market outlook, gold miners coverage, and opportunities in Japanese financials from Smartkarma insights....
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Who Wins and Who Loses from Oil Under $50? Hint: Invest in Asia
Hungary: Faster earnings growth should drive GDP higher in coming months.Mexico: Expected to raise rates 50bps next Thursday in the wake of...
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Surging Coal Prices Drove Positive 2016 Profit Alerts for Coal Companies
The positive 2016 profit alerts from China’s coal companies are within expectations, with profit rebounds driven by higher coal prices. The...
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New Saudi Oil Minister, Old Saudi Oil Policy
This weekend saw the retirement of long-serving Saudi oil minister Ali al-Naimi and his replacement by the Chairman of Aramco, Khalid al-Falih.At...
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