Overview of My Winners and Losers in 2023...and 5 High Conviction Ideas Going Into 2024
Our stand-out performer in FY23 was little loved Mongolia Mining. For FY24 we provide five new names which we think can perform strongly.
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Oil & Gas Report (18 September 2026)
Economic growth has contributed to oil demand growth. In particular, the economic growth of countries outside the Organization of Economic...
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Singapore Equity Strategy: May 2026
As the market welcomes prospects of a US-Iran peace deal and possibly a reopening of the Strait of Hormuz, global stocks extend their strong...
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Significant Expansion of Singapore's Coal Mining Stocks
The number & combined market cap of SGX listed stocks focused on thermal coal mining in Indonesia has grown fourfold over the past three...
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Growth of Singapore's Coal Mining Stocks
Singapore lists four Coal mining plays - Golden Energy and Resources, Geo Energy Resources, Resources Prima Group and BlackGold Natural Resources....
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