Articles on individual stocks and sectors.

China Changes

Chinese tech stocks have been hit by recent Government action. We examine whether the derating is justified and what might come next.

Read More »

Aramco IPO Mirage

An IPO of Saudi Aramco in late 2018 at a valuation of $2 trillion (tn) has been widely trailed in the Press. We believe the Aramco IPO is unlikely to happen in 2018, if at all, for three main reasons: timing, the oil price, and valuation.

Read More »