Global Markets Outlook: Maintain Defensive Posture
Our outlook for global equity markets remains cautious and we expect additional weakness and consolidation, notwithstanding shorter-term...
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Global Ex-US Rally Underway - But Will It Last?
Coming off of oversold levels, the recent USD pullback to the prior breakout level over the last week has led to a reprieve for broad MSCI EAFE,...
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Don't Be Shortsighted on New Zealand's Oversupplied Energy Market
New Zealand's vertically integrated electricity generator/retailers, or "gentailers", are high-quality businesses. The most attractive at present...
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NZ: Contact Energy (CEN NZ) Hotter Than Mercury (MCY NZ) As Catalyst Looms
Contact Energy has outperformed Mercury NZ over the last couple of months. A major catalyst is the potential migration of the stocks between size...
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Genex Power (GNX AU): Scheme Vote on 16 July as Skip Remains Silent
Skip’s silence suggests a greater probability of accepting the scheme. The takeover offer caps the downside due to structure and price. The gross...
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