Unibail-Rodamco-Westfield: A cap raise, new strategy, the situation has changed
19 October 2020 A lot has changed for URW since our first publication on 18 August. The stock had fallen…
The New Zealand one-way bubble, a symbolic victory for Qantas that changes nothing
17 October 2020 On 16 October 2020, around 350 passengers across three commercial flights from New Zealand touched down in…
President Jinping, BHP, Aurizon and the transformation of the world energy market.
12 October 2020 On Tuesday, 22 September 2020, President Xi Jinping of China made a significant, and slightly surprising announcement…
Investing during the Corona crisis
24 March 2020 We don’t have to tell you that for most people right now the world seems to be…
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