(Mostly) Asia-Pac M&A: Adriatic Metals, Carta, Mayne Pharma, PointsBet, Tourism Holdings
This insight provides a summary of gross/annualised spreads (on deals discussed on Smartkarma) across Asia-Pacific as at the last trading date, and...
498 Views
China & HK Strategy: Rare Earths - What and How?
​US-China trade negotiation is heavily influenced by rare earths, with China processing 90% of the global supply and the US relying on China for...
385 Views
Overview # 28 – Capital Flows into Hard Assets Continue
A review of recent events/data impacting our investment themes and outlook. We look at the continued move up in inflation beneficiaries
339 Views
Investors Have that “Oh Sh#t Moment” - Part 2: Trading Opportunities.
​US bear market Act 1 likely over, rebound is a selling opportunity as previous highs won't be reached. High-income consumer companies are good...
437 Views
Investors Have that “Oh Sh#t Moment” - Part 1: Hong Kong Strategy
​Investors in US markets face a sudden realization, with Hong Kong Tech most vulnerable as profit-taking occurs. Our alternative sector selection...
402 Views