EM PM, Ecstrat

Emad Mostaque

EM PM

Ecstrat

Ecstrat is a consultancy advising on asset allocation between global equity markets, with a focus on the intersection of governments, geopolitics, governance and markets.
 
Over the past few years and more especially since the Great Financial Crisis (GFC), investors have become more focused on short-term market movements and real-time returns and have consequently neglected the analysis of the underlying structural themes that underpin longer term performance.
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More specifically we believe that the evolution of governance-based relationships between investors, controlling shareholders, labour and the state is one of the primary determinants of both relative and absolute performance between individual equity markets.
 
We will endeavour to provide investors with some of the context surrounding governance-related issues which encompass many different disciplines including history, economics and political science, as well as the financial metrics which are the most obvious manifestation of the structural characteristics of each market.
 
We will pay particular attention to the shifts and potential inflection points for governance in individual markets as these are often the best lead indicators for both economic and market performance.

Thematic (Sector/Industry)

<p>There is a high probability of a nuclear deal being agreed between the P5 + 1 nations and Iran next Friday, 20th March. This may be the precursor for energy stocks to recouple to downside and for spending cuts to spread from capex to dividends for majors.</p>

There is a high probability of a nuclear deal being agreed between the P5 + 1 nations and Iran next Friday, 20th March. This may be the precursor for energy stocks to recouple to downside and for spending cuts to spread from capex to dividends for majors.

Market & Forensics Analyst, Beat the Street

Nimish Maheshwari

Market & Forensics Analyst

Beat the Street

Beat The Street was founded by Nimish Maheshwari and Sudarshan Bhandari, both of whom are Chartered Accountants by Profession, known for their expert analysis in the fields of Business, Sectoral analysis, and Corporate governance.

With a strong social media presence of 45,000+ Subscribers across various platforms, they are considered trusted voices in the industry. Their insights and analysis have been featured in some of India’s most prominent publications, including the Economic Times, Dalal Street Investment Journal, The Morning Context, and The Ken.

Their analysis on Bankrupt & Insolvent companies has been instrumental in saving investors from significant losses. They have a keen eye for identifying red flags and has identified exclusive redflags earlier in Vedanta, Nykaa, Dhani Services, Adani and many more.

Read Business Not Stock Prices

<ul>
<li>Noble expands fleet and operations, acquiring Diamond Offshore in major merger</li>
<li>Southwest shares soar as Elliott Investment plans $2 billion recovery strategy</li>
<li>Europe attracts Chinese EV makers with incentives despite looming EU tariffs</li>
</ul>


Noble expands fleet and operations, acquiring Diamond Offshore in major merger
Southwest shares soar as Elliott Investment plans $2 billion recovery strategy
Europe attracts Chinese EV makers with incentives despite looming EU tariffs


#15Business Buzz: Noble Acquires Diamond Offshore, Southwest Stock Jumps, Europe Attracts Chinese EV

United Kingdom

Noble Corporation PLC provides diversified services for the oil and gas industry. The Company provides contract drilling services with its fleet of offshore drilling units located in markets worldwide.  Noble also provides labor contract drilling services, well site and project management services, and engineering services.

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Noble Corp Plc (NE US)

Will an Iran deal crack oil?

There is a high probability of a nuclear deal being agreed between the P5 + 1 nations and Iran next Friday, 20th March. This may be the precursor...

Emad Mostaque

#15Business Buzz: Noble Acquires Diamond Offshore, Southwest Stock Jumps, Europe Attracts Chinese EV

Noble expands with Diamond Offshore merger, Southwest shares rise with $2 billion recovery plan, Chinese EV makers eye Europe despite tariffs.

Nimish Maheshwari

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Will an Iran deal crack oil?

There is a high probability of a nuclear deal being agreed between the P5 + 1 nations and Iran next Friday, 20th March. This may be the precursor...

Emad Mostaque

#15Business Buzz: Noble Acquires Diamond Offshore, Southwest Stock Jumps, Europe Attracts Chinese EV

​Noble expands with Diamond Offshore merger, Southwest shares rise with $2 billion recovery plan, Chinese EV makers eye Europe despite tariffs.

Nimish Maheshwari

Noble expands with Diamond Offshore merger, Southwest shares rise with $2 billion recovery plan, Chinese EV makers eye Europe despite tariffs.