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Regional Fixed Income Strategy

We believe that the majority of recent gains in fixed income markets in the Middle East and North Africa (MENA) region are now behind us, and we reaffirm our neutral-bearish outlook on debt markets...

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Facebook-WhatsApp: Show Me The Money

Social media platform Facebook has agreed a deal worth US$19bn for the acquisition of over-the-top (OTT) messaging mobile application WhatsApp. The amount is comprised of US$4bn in cash and...

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Pipeline Delays To Temper Growth

Enbridge has reported delays in receiving permission for the expansion of the Alberta Clipper pipeline, intended to carry crude from Canada's oil sands to US markets. While we believe that the...

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Valemax Strategy Further Imperilled

We expect further complications for Vale's strategy of increasing its Chinese iron ore market share after China's Transport Ministry reaffirmed a long-standing ban on Valemax ships berthing at...

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