RMB Dual Counter Trading Is Coming - This Changes AH Relationships
1 year+ after the CSRC said it was working towards expanding HKD RMB dual counter trading in HK, making RMB counters eligible, last month through...
1.8k Views
Primer: CNOOC Ltd (ADR) (CEO US) - Aug 2026
CNOOC is China's largest offshore oil and gas producer, functioning as a pure-play upstream E&P company with a strategic mandate to ensure...
103 Views
Overview #65 – A Tale of Two Central Banks
A review of recent events/data impacting our investment themes and outlook. We look at recent Central Bank decisions and the Iran/US MOU
149 Views
High Conviction Idea: Oil Is the New Gold!
We would be looking to trim SOME OIL and GAS stock exposure this week as the spot price rises. This would be to buy more in the inevitable...
638 Views
Natural Gas: The Bridge Fuel, The Breakout Trade - A Basket of Asian Gas Companies
A basket of Asian oil and gas plays poised to benefit as US Natural Gas prices rise and impact global pricing. Basket offers a mix of income and...
366 Views