Power Points: Regulation Matters β July 2020
Power Points Regulation Matters β July 2020 June 2020 was dominated by the Electricity Authority's (EA) transmission pricing methodology (TPM)...
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Power Points: COVID Eliminated from Electricity β June 2020
Power Points COVIDΒ Eliminated from Electricity β June 2020 Looking at the electricity statistics for May 2020 and it is almost impossible to tell...
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Power Points: Priced to OUTPERFORM β May 2020
Power Points Priced to OUTPERFORM β May 2020 We are upgrading Meridian Energy (MEL) and Mercury (MCY) to OUTPERFORM in a sector-wide call that we...
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Smartkarma Webinar | High-Conviction Ideas in Asian Infrastructure Stocks
In the next Smartkarma Webinar, we will be joined by Buyside Portfolio Manager Susanta Mazumdar who will discuss 5 key themes and 7 high-conviction...
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Equity Strategy: Institutional Model Portfolio
Equity Strategy Institutional Model Portfolio The near term outlook for both economic activity and markets remain highly uncertain, despite the...
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