What a Biden Presidency Will Mean for Markets, the Economy and Asia
The key impact of a Biden presidency will be an initial sell-off in US equities, given that Biden has pledged to raise the corporate tax to 28%...
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Trump Orchestrates an OPEC+ Production Cut with G20 Backing: Crude to Stay Low
President Trump has coordinated a global crude-oil production-restraint deal among OPEC (led by Saudi Arabia), Russia and other major producers...
406 Views
Saudi Aramco and ESG: When Assets Become Liabilities
To date, my Smartkarma research has focused on big-picture ESG themes. Previous Insights covered specific stocks in a thematic context, but I...
860 Views
Saudi Aramco IPO Valuation: Overambitious Expectations Lowered, the Discount Is Still Not Sufficient
Saudi Aramco is the world’s largest integrated oil & gas company and according to the company, it produces one in every eight barrels of crude...
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The Aramco IPO and China's Participation
Aramco is coming to market with the IPO announced almost two weeks ago and pricing ranges due this Sunday. The big players will be oil majors and...
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