a potential catalyst for market rerating
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we use MSCI’s standalone Saudi market index as a template
we believe inclusion of Saudi Aramco in the Saudi market would
its moves to open the market have thus fallen short of
giving it a dominant position in the market
reducing the market share of specialist retailers such as
KEC and EEC) are valued at current market valuation given we do
and enormous outperformance of the broader market (FTSE 100 Index -33%). This is
less than half that of the broad market.
we expect the US utilities market to face the strongest headwinds and be
the carbon market (EU ETS) in Europe is dysfunctional
when combined with wholesale shorts and market
in the slipstream of the tumbling equity market.
Bitcoin’s market price stands far above its marginal production cost.
is the market much stronger than you guys pontificated it would be ?