Beware Impairments in EM and Asia
The failure to use or the aggressive implementation of asset write downs in emerging markets and Asia will have far reaching implications for...
490 Views
Oil After 50%: Where Now for Stocks?
Summary points 1986 remians the best comparable for oil prices now in our opinion. Adjusting the oil price for the action of the dollar improves...
419 Views
Bumi Resources (BUMI IJ): Potential Global Index Inclusion in Feb
Bumi Resources could be added to a global index in Feb. Positioning appears stretched and valuations are expensive. Trimming positions into...
399 Views
Bayan Resources (BYAN IJ): Ultra-Low-Cost Coal Champion Trading at a Steep Premium
Bayan Resources reports strong H1 results but faces challenge in meeting ambitious H2 targets, trading at a premium compared to Indonesian coal...
547 Views
IDX30/LQ45/IDX80 Index Rebalance: Changes Across the Indices
There are 2 constituent changes each for the IDX30 Index and the LQ45 Index, and 3 constituent changes for IDX80 Index to be implemented at the...
966 Views