SGX Asia Currencies and Commodities Insights
By Macro Hive SGX Asia Currencies Insights Broad USD weakness and improved confidence over China’s recovery support CNH. Escalating COVID...
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Orocobre/Galaxy Resources: On A Charge
The merged entity will capture a greater market share of the lithium supply in coming years, and capitalise on mining synergies. Plus afford the...
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Seven Group Holdings Placement - Good Track Record but Still a Large Deal to Digest
Seven Group Holdings (SVW AU) aims to raise around A$500m (US$38m) via an institutional placement to primarily help reduce its gearing and provide...
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Selected European Holdcos and DLCs: March Report
Discounts to NAV for our selected European holdcos and DLCs have generally tightened in March. The report incorporates the results for GBL, and...
381 Views
Global Equity Strategy: Constructive Pullback; Overweight Value
As long as the MSCI ACWI (ACWI-US), ACWI ex-US (ACWX-US), and EM (EEM-US) indexes are above their respective intermediate-term support levels we...
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