Contingent Convertible Bonds, also known as Cocos, have been popular instruments among retail investors over the past few years. However, we consider that the extension risk is underestimated by the...
Read MoreEconomies: United States Trade talks between the US and China were again making headlines last month, bringing the total amount on which tariffs are levied to a combined USD 100bln, it however...
Read MoreEconomies: United States President Trump’s trade war escalated, as the White House considered additional tariffs of 10% on USD 200bln worth of Chinese exports. Previous tariffs were targeted at raw materials and...
Read MoreKey messages International trade tensions are likely to remain a key point of investor focus ■ The prospect of a full blown trade war will be a source of concern for investors,...
Read MoreEconomies: United States Trade tensions were at the forefront of investor concerns this month. The G7 held in Canada ended up on a sour note as President Trump accused Canada of taking...
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BOC Aviation is an investment grade name offering an attractive valuation as well as both a solid balance sheet and financial ratios. Background - BOC Aviation is an aircraft leasing company. The...
Read MoreEconomies: United States Focus in the US was balanced between geopolitical and inflationary concerns, as sanctions were imposed by the US on some Russian companies and individuals. The trade barrier...
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Background PEMEX is a fully integrated Mexican oil and gas company. It is involved in every aspect of the oil and gas value chain, from exploration, production, refining, distribution and marketing....
Read MoreUnited States The trade balance deficit was higher than expectations and increased the most since 2008. Later in the month, the release of the average hourly earnings numbers, which sent the...
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Once perceived as highly leveraged and facing financial challenges, due to the worst commodities price slump in years, big diversified mining companies have now recovered to offer best in class...
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