Sydney Airport Entitlement Offer - A Little Late to the Game but Gives Good Buffer
Sydney Airport (SYD AU) is looking to raise US$1.4bn (AUD2bn) via a 1 for 5.15 accelerated renounceable entitlement offer. Proceeds raised will be...
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Smartkarma Webinar | High-Conviction Ideas in Asian Infrastructure Stocks
In the next Smartkarma Webinar, we will be joined by Buyside Portfolio Manager Susanta Mazumdar who will discuss 5 key themes and 7 high-conviction...
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Airports of Thailand (AOT): Fallen Enough?
In my inaugural insight on Thai stocks, Airports of Thailand (AOT): Yet to Fall , the company is just experiencing a drop in the number of tourists...
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Global Equity Strategy: Overhead Resistance Looms
The broad global indexes (MSCI ACWI, ACWI ex-US, and EAFE) remain near logical resistance as investors await monetary policy decisions from the ECB...
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A Tactical Tilt at Interest Rate Sensitives
We remain underweight interest rate sensitive stocks. The rise in global yields has been driven by Fed policy alone, and this looks set to continue...
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