Unilever on the Verge of Unification, So... What About Royal Dutch Shell?
RDSB ADR is trading at a 5% discount to RDSA ADR, well above the 10-year average. I regard that discount level as attractive. Trade: Long RDSB ADR ...
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Global Equity Positioning: Macro Overview. Raising EU Overweights, Taiwan Vs India, UK Decouples
In our Macro Overview of Global fund positioning, we cover the following: Managers raise EMEA Overweight, hit max underweight in US. Taiwan key...
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What a Biden Presidency Will Mean for Markets, the Economy and Asia
The key impact of a Biden presidency will be an initial sell-off in US equities, given that Biden has pledged to raise the corporate tax to 28%...
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Infigen Energy’s Off-Market Takeover Offer
Infigen Energy (IFN AU) generates and sources renewable energy, increases the value of intermittent renewables by firming, and provides customers...
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Infigen Energy Deal - Interesting Optionality
The AFR's Street Talk mentioned the possibility of a deal for Infigen Energy (IFN AU), which owns and operates wind farms in NSW, South Australia...
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