Primer: Brookfield Asset Management Lt (BAM US) - Aug 2026
Brookfield Asset Management (BAM) is a premier global alternative asset manager with a dominant position in real assets, including...
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ESR Group (1821 HK): Consortium’s Expansion Talks Suggest Progress
The probability of an offer remains high, and the latest Bloomberg reports suggest progress towards a binding proposal. Our best guess is that an...
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Building News Wrap
Residential consents -4.0% mom seasonally adjusted and +25.0% yoy (previously +11.1%/+49.7% respectively), with 12m rolling up +18.5% yoy to...
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Building News Wrap
The housing market picks up from slow start to the year (REINZ, Feb.): National sales up +22.2% seasonally adjusted month-on-month (previously...
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Recommendation: Hold Cash
The SET declined sharply, marking the steepest drop compared to other regional stock markets, which also weakened. Over the past 26 days, only...
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