Public Relations and Social Media Manager, Dechert LLP

Peggy Heffner

Public Relations and Social Media Manager

Dechert is a global specialist law firm

Dechert LLP

Dechert is a global specialist law firm.
Focused on sectors with the greatest complexities, legal intricacies and highest regulatory demands, we excel in delivering practical commercial judgment and deep legal expertise for high-stakes matters.

Our work is widely recognized. We have 20 standout practices noted by Chambers Global, including global-wide rankings for arbitration, corporate investigations, anti-corruption, investment funds and life sciences. Named Antitrust Team of the Year, Chambers USA commends our “accomplished group” as “routinely sought after to handle some of the most significant litigation and transactions in the antitrust world.” 

In an increasingly challenging environment, clients look to us to serve them in ways that are faster, sharper and leaner without compromising excellence. We developed a first-of-its kind legal project management department, which uses technology, people and processes to drive efficiency and deliver value for our clients.

We are innovators. Dechert ranked #7 in the Financial Times’ Top North American Innovative Law Firms. Financial Times also recognizes us among the Top European Innovative Law Firms and highly commends World Compass, our marketing compliance service, which offers investment firms advice in more than 100 jurisdictions.

Thematic (Sector/Industry)

The U.S. Securities and Exchange Commission (Commission) on December 11, 2015 proposed new Rule 18f-4 (Proposed Rule) under the Investment Company Act of 1940 (1940 Act) and amendments to certain proposed forms. The proposal relates to the use of derivatives and other transactions by registered investment companies – open-end funds, including exchange-traded funds (ETFs), and closed-end funds – and business development companies (BDCs) (collectively, funds).

The U.S. Securities and Exchange Commission (Commission) on December 11, 2015 proposed new Rule 18f-4 (Proposed Rule) under the Investment Company Act of 1940 (1940 Act) and amendments to certain proposed forms. The proposal relates to the use of derivatives and other transactions by registered investment companies – open-end funds, including exchange-traded funds (ETFs), and closed-end funds – and business development companies (BDCs) (collectively, funds).

SEC Proposes Significant New Restrictions on the Use of Derivatives (Etc) By Registered Funds

Research and consultancy, Tabbush Report

Daniel Tabbush

Research and consultancy

Tabbush Report

We provide research and consultancy on Asian banks. Our focus is on what we call “Asian bank research, without the noise.” We are interested in the most critical swing-factors for banks, the NPL and credit cycle, and where we believe there is a gap between perception and reality. We often focus on the less studied components of bank financial statements.  Our research is highly thematic, sometimes examining unlisted banks and companies as a window on mainstream banks. 

Being independent allows us to look at smaller banks, often overlooked by others. Analysis of BIS bank guidelines in the context of Asia, is also a focal point, while we also analyze global banks operating in the region. We use what we believe is the most comprehensive, reliable financials database, SNL Financial. S&P Capital IQ augments our database, with corporate data and CEIC, with economics. 

Asian bank research, without the noise.

In DBS’s year 2014 annual report it defines market risk on page 90 as follows: “Market risk is the risk is the risk of loss arising from adverse changes in interest rates, foreign exchange rates, equity prices, credit spreads and commodity prices, as well as their correlations and implied volatilities.” <figure class="editor-figure"><img src="https://static-prod.smartkarma.com/images/media/000/004/663/original/Market%20Risk.png?1450243661" class="editor-image img-responsive" data-smartkarma-image-id="4663"><figcaption class="figcaption">Source: DBS 2014 Annual Report p90</figcaption></figure>In the bank’s 2012 annual report the definition on page 81 was slightly different: “Market risk affects the economic values of financial instruments held by the…

In DBS’s year 2014 annual report it defines market risk on page 90 as follows: “Market risk is the risk is the risk of loss arising from adverse changes in interest rates, foreign exchange rates, equity prices, credit spreads and commodity prices, as well as their correlations and implied volatilities.” Source: DBS 2014 Annual Report p90In the bank’s 2012 annual report the definition on page 81 was slightly different: “Market risk affects the economic values of financial instruments held by the…

With Radically Lower Oil Prices, Market Risk Assets Is a Focus

Leading Independent Investment Research, Morningstar, Inc.

Morningstar

Leading Independent Investment Research

Morningstar, Inc.

Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. We offer an extensive line of products and services for individual investors, financial advisors, asset managers, and retirement plan providers and sponsors. 

Morningstar provides data on more than 500,000 investment offerings, including stocks, mutual funds, and similar vehicles, along with real-time global market data on more than 16 million equities, indexes, futures, options, commodities, and precious metals, in addition to foreign exchange and Treasury markets. Morningstar also offers investment management services through its investment advisory subsidiaries, with more than $180 billion in assets under advisement or management as of June 30, 2015. We have operations in 27 countries.

Download the Morningstar Fact Sheet : http://corporate.morningstar.com/US/documents/MarketingFactSheets/AboutMorningstarFactsheet.pdf

<ul><li class="p1">We view high quality shopping centres as benefiting from strong competitive advantages, and generally ascribe narrow economic moat ratings to REITs with better quality shopping malls.</li><li class="p1">However, identifying a quality mall is complex as there are multiple factors impacting how a mall will trade.</li><li class="p1">In terms of sustainable competitive advantage, which underlies Morningstar's Economic Moat methodology, the best placed are large shopping centres dominating their catchment areas, particularly in built-up areas with high population density.</li><li class="p1">The wide range of retailers in one location, along with good transport infrastructure, underpins ongoing shopper foot traffic and hence tenant demand. With demand in the catchment being largely met by a dominant mall, a new entrant would be dissuaded by the high cost of development of a similarly attractive mall, particularly in built-up areas where land prices are high.</li><li class="p1">Incremental demand growth can often be met by expansion of the existing mall, generating strong returns on investment and cementing the incumbent's dominance.</li></ul>Analysts: Tony Sherlock, Adrian Atkins, Todd Lukasik, David Ellis and Stephen Ellis.Full report below the fold....

We view high quality shopping centres as benefiting from strong competitive advantages, and generally ascribe narrow economic moat ratings to REITs with better quality shopping malls.However, identifying a quality mall is complex as there are multiple factors impacting how a mall will trade.In terms of sustainable competitive advantage, which underlies Morningstar's Economic Moat methodology, the best placed are large shopping centres dominating their catchment areas, particularly in built-up areas with high population density.The wide range of retailers in one location, along with good transport infrastructure, underpins ongoing shopper foot traffic and hence tenant demand. With demand in the catchment being largely met by a dominant mall, a new entrant would be dissuaded by the high cost of development of a similarly attractive mall, particularly in built-up areas where land prices are high.Incremental demand growth can often be met by expansion of the existing mall, generating strong returns on investment and cementing the incumbent's dominance.Analysts: Tony Sherlock, Adrian Atkins, Todd Lukasik, David Ellis and Stephen Ellis.Full report below the fold....

Assessing Driver of Moats in Retail Shopping Centres

India Equity Analyst - Fundamental & Thematic, Beat the Street

Sudarshan Bhandari

India Equity Analyst - Fundamental & Thematic

Beat the Street

Beat The Street was founded by Nimish Maheshwari and Sudarshan Bhandari, both of whom are Chartered Accountants by Profession, known for their expert analysis in the fields of Business, Sectoral analysis, and Corporate governance.

With a strong social media presence of 45,000+ Subscribers across various platforms, they are considered trusted voices in the industry. Their insights and analysis have been featured in some of India’s most prominent publications, including the Economic Times, Dalal Street Investment Journal, The Morning Context, and The Ken.

Their analysis on Bankrupt & Insolvent companies has been instrumental in saving investors from significant losses. They have a keen eye for identifying red flags and has identified exclusive redflags earlier in Vedanta, Nykaa, Dhani Services, Adani and many more.

Read Business Not Stock Prices

Equity Bottom-Up

<ul>
<li>MTAR has upgraded its FY26 revenue guidance to 30–35% (from 25%) despite a weak Q2, fueled by order book of INR2,800 crore and massive new wins in Nuclear, Clean Energy.</li>
<li>The company is successfully transitioning from a niche precision component manufacturer to a critical subsystem partner for global AI-driven energy projects and India’s domestic nuclear expansion.</li>
<li>While recent execution delays created a "pothole" in earnings, the fundamental shift in scale and sector mix suggests a long-term re-rating is underway if H2 margin targets are met.</li>
</ul>


MTAR has upgraded its FY26 revenue guidance to 30–35% (from 25%) despite a weak Q2, fueled by order book of INR2,800 crore and massive new wins in Nuclear, Clean Energy.
The company is successfully transitioning from a niche precision component manufacturer to a critical subsystem partner for global AI-driven energy projects and India’s domestic nuclear expansion.
While recent execution delays created a "pothole" in earnings, the fundamental shift in scale and sector mix suggests a long-term re-rating is underway if H2 margin targets are met.


The Beat Ideas- MTAR Technologies: From Precision Specialist to AI-Energy Proxy

Smartkarma AI Primers, Smartkarma

αSK Primers

Smartkarma AI Primers

Smartkarma

Smartkarma unites the fragmented investment industry, connecting institutional investors, independent research providers, and corporates within a single network.

Research Reinvented

<ul>
 <li>
<a href="https://smartkarma.com/entities/brookfield-corp-e3b4f84d-56b4-4ae2-87f3-1c3e83138aea">Brookfield </a>Corporation is a leading global alternative asset manager with over US$1 trillion in assets under management, focusing on real estate, renewable power, infrastructure, credit, and private equity.</li>
 <li>The company operates through three main businesses: Asset Management, Wealth Solutions, and a portfolio of Operating Businesses. It aims to deliver annualized returns of 15%+ to shareholders.</li>
 <li>Recent strategic moves include the 2022 spin-off of its asset management business and a partnership with Intel to fund factory expansions, alongside defaults on some office building mortgages amidst a challenging real estate market.</li>
</ul>This content is AI-generated and displayed for general informational purposes only. Please verify independently before use.


  
Brookfield Corporation is a leading global alternative asset manager with over US$1 trillion in assets under management, focusing on real estate, renewable power, infrastructure, credit, and private equity.
  The company operates through three main businesses: Asset Management, Wealth Solutions, and a portfolio of Operating Businesses. It aims to deliver annualized returns of 15%+ to shareholders.
  Recent strategic moves include the 2022 spin-off of its asset management business and a partnership with Intel to fund factory expansions, alongside defaults on some office building mortgages amidst a challenging real estate market.
This content is AI-generated and displayed for general informational purposes only. Please verify independently before use.

Canada

Brookfield Asset Management Ltd. operates as an investment management firm. The Company focuses on property development, renewable energy, infrastructure, insurance, and private equity. Brookfield Asset Management serves customers worldwide.

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Brookfield Asset Management Lt (BAM US)

SEC Proposes Significant New Restrictions on the Use of Derivatives (Etc) By Registered Funds

The U.S. Securities and Exchange Commission (Commission) on December 11, 2015 proposed new Rule 18f-4 (Proposed Rule) under the Investment Company...

Dechert LLP

With Radically Lower Oil Prices, Market Risk Assets Is a Focus

In DBS’s year 2014 annual report it defines market risk on page 90 as follows: “Market risk is the risk is the risk of loss arising from adverse...

Daniel Tabbush

Assessing Driver of Moats in Retail Shopping Centres

We view high quality shopping centres as benefiting from strong competitive advantages, and generally ascribe narrow economic moat ratings to...

Morningstar, Inc.

The Beat Ideas- MTAR Technologies: From Precision Specialist to AI-Energy Proxy

MTAR boosts FY26 revenue guidance to 30-35% despite Q2 weakness, driven by new wins in Nuclear, Clean Energy, transitioning to critical subsystem...

Sudarshan Bhandari

Primer: Brookfield (BN CN) - Sep 2025

Brookfield Corporation is a leading global alternative asset manager with over US$1 trillion in assets under management, focusing on real...

αSK Primers

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

SEC Proposes Significant New Restrictions on the Use of Derivatives (Etc) By Registered Funds

The U.S. Securities and Exchange Commission (Commission) on December 11, 2015 proposed new Rule 18f-4 (Proposed Rule) under the Investment Company...

Dechert LLP

With Radically Lower Oil Prices, Market Risk Assets Is a Focus

In DBS’s year 2014 annual report it defines market risk on page 90 as follows: “Market risk is the risk is the risk of loss arising from adverse...

Daniel Tabbush

Assessing Driver of Moats in Retail Shopping Centres

We view high quality shopping centres as benefiting from strong competitive advantages, and generally ascribe narrow economic moat ratings to...

Morningstar, Inc.

The Beat Ideas- MTAR Technologies: From Precision Specialist to AI-Energy Proxy

​MTAR boosts FY26 revenue guidance to 30-35% despite Q2 weakness, driven by new wins in Nuclear, Clean Energy, transitioning to critical subsystem...

Sudarshan Bhandari

Primer: Brookfield (BN CN) - Sep 2025

Brookfield Corporation is a leading global alternative asset manager with over US$1 trillion in assets under management, focusing on real...

αSK Primers

MTAR boosts FY26 revenue guidance to 30-35% despite Q2 weakness, driven by new wins in Nuclear, Clean Energy, transitioning to critical subsystem...