Matheson's Support Locks Up Marsh & McLennan's Offer For JLT
Jardine Lloyd Thompson Group P (JLT LN)Ā has receivedĀ an offer from Marsh & Mclennan Cos (MMC US), by way of a scheme, at Ā£19.15/share, a 33.7%...
457 Views
US Healthcare Overhaul Stumbling, Singapore Cyclical Rally Looking Premature
The Republican replacement for āObamacareā has been announced and looks an incoherent mess ā resurgent healthcare inflation will be a drag on...
1.7k Views
Asia Market Strategy: Is There No Stopping This Bull Run?
There was nothing new in Trump's speech last night, but the US stock market surged to new highs (again). Global reflation trade over next few...
299 Views
Case-Shiller Property Indices Hugely Misleading...and Different from Stocks (LT Invst Windows Tight)
This topic has nagged me for some time. Two months ago when the Case-Shiller Home Price Index āmade a new highā and after new highs again this...
1.1k Views
Tech Rebounds as USD Reverses, Macau Recovery Continues...
The consensus expected a rampant USD this year, but this wasnāt consistent with the Trump trade agenda ā the dollar has had its worst January in...
268 Views