Notes from the Silk Road: Activism - 2020 Review Reveals Some Interesting Trends
2020 activism numbers are in with some interesting underlying trends reflecting possibilities of how campaigns in 2021 & 2022 may evolve notably...
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Global Turnaround Stocks
Both UBS and Freeport-McMoran top our list as stocks with depressed fund ownership levels and rising momentum among active Global managers.
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SGX Asia Currencies and Commodities Insights
By Macro Hive SGX Asia Currencies Insights Bumper export growth and a rally in risk leave further CNH gains. Rupee looks set to end the year...
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Vedanta Vaulting Near 2020 Highs On Higher Commods, Higher Forecasts, But Open Offer Remote?
Vedanta Ltd is up 55+% in eight weeks since the failed RBB. EBIT forecasts are up just as much, and a Peer Basket is now >40%ytd. An Open Offer...
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Dalrymple Bay Infrastructure - Highly Curious Timing
Dalrymple Bay Infrastructure aims to raise around US$500m in its Australian IPO. DBI is owned by Brookfield Asset Management.
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