MACRO TAKE: In from the Cold of Mother Russia
KVP highlights key data points from recent subzero Moscow trip Things have to get a whole lot worse before they get better Oil back at $100 is...
434 Views
Islam, Terror, Politics and Oil - Part 2
Align yourself with the Qatar government, $200bn in GDP, $200bn in assets for 200,000 civilians who own 96% of the stock market. Qatar Investment...
432 Views
Islam, Terror, Politics and Oil - Part 1
Align yourself with the Qatar government, $200bn in GDP, $200bn in assets for 200,000 civilians who own 96% of the stock market. Qatar Investment...
458 Views
The size of ECB QE is not priced in – Massive European Equities Upside
With CHF last at 0.9033, we are +5% (unlevered) on the cross since the Fri Jan 16th call where it closed at 0.8587. I continue to believe and...
414 Views
Busy Ming (1768 HK): Not so Busy on the Index Inclusions
Busy Ming is looking to raise up to US$541m in its IPO, valuing the company at US$6.5bn. A large cornerstone allocation reduces float and global...
630 Views