Tax Reform Top of Mind for Wide-Moat U.S. Industrial Firms
Shares of diversified industrials have traded up in the aftermath of the U.S. presidential election, frothy with anticipation as a...
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The Rally in Transport Continues in Twists and Turns
Note: wins and losses are listed at the end of the piece.Transport has been on a roll. A month ago we saw crazy buying any which way with weak...
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Why Trump Should Embrace – Not Ditch – Green Energy
The 2016 presidential election was a vote on many issues. First and foremost, voters have told Washington that they want jobs with a future and a...
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Global Port Operators - 3Q16 Profitability Trends Lower on Slackening Growth
Results of listed terminal operators reveal a weakness in organic earnings as gearing increases. Stricter cost rationalisation and financial risk...
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US Election Global Implications: Top Six Issues
Donald Trump has been elected as the next US president. However, unlike Clinton, Trump did not comprehensively outline his domestic and foreign...
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