Oil Exploration: We Expect a Resurgence in 2019 Pointing to Strong Performance for E&Ps
We see oil exploration making a comeback in 2019, as drilling spending sees an increase and on the back of encouraging well results year to date....
962 Views
LNG Producers Outperform as More LNG from the US Is Coming into the Market
On the back of a growing LNG global trade volume, LNG producers have outperformed the US market and their E&P peers including the oil majors...
968 Views
India: Big Shortfall in Tax Collections, but Fiscal Deficit Likely to Be Contained
Tax revenues in India are running sharply lower than budget estimate. At current run rate, tax revenues would miss the budget estimate by almost...
785 Views
India’s Reserve Bank Can’t Say No If Its Owner Insists
The unseemly public jostling between India’s central bank and the government of India casts a poor light on both institutions. Adhering to...
724 Views
Asian Equity Markets (Ex-China) Overview; Korea, Taiwan and India
India (neutral); bull and bear factors remain finely balanced before electionThe deterioration in India’s macro-economic ratios has continued apace...
468 Views