Primer: Tokyo Gas (9531 JP) - Sep 2025
Tokyo Gas is Japan's largest city gas provider, benefiting from a dominant position in the high-demand Tokyo metropolitan area. The company is...
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Q2 Outlook - Asian Equity Markets
Our outlook for Q2 2026 onwards. Separating the short-term noise from our longer-term investment themes. In Part 2 look at Asian equities
420 Views
Pullback Offering Buying Opportunities; Crucial Support at $141.50 on ACWI-US Holding for Now
Pullback Offering Buying Opportunities; Crucial Support at $141.50 on $ACWI Holding for Now; Discussed to trim exposure to Korea $EWY and Taiwan...
207 Views
Opportunity in Global Cyclical Value and Defensives: Energy, Materials, Real Estate, Telecom, Utes
Opportunity in Global Cyclical Value and Defensives; Actionable Themes: Energy, Materials, Transports, Real Estate, Telecom, and Utilities....
284 Views
[ETP 2025/14] WTI Plummets on Tariffs and OPEC Output Hike, Henry Hub Supported by Cooler Weather
​US oil inventories rose significantly, while gasoline stockpiles fell less than expected. Natural gas inventories also exceeded expectations,...
526 Views