Archive for November 2015

Prospects for Utilities

By Chiara Ponte Utilities, like real estate, should be considered an interest rate-sensitive sector. As a matter of fact, the utilities sector spiked after the Federal Reserve’s announcement about a potential hike of fed funds. According to the majority of traders, the initial market reaction is a clear buy signal for some of these categories…

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The ‘MegaBrew Merger’ – A Fair Deal?

By Richard Prentice After rumours of a potential deal brewing back in mid-September, Anheuser-Busch InBev has officially offered to purchase SAB Miller for a record breaking £71 billion, to create the world’s largest beer maker. The proposal offers £44 a share, a 50% premium over SAB Miller’s share price prior to the announcement of initial…

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Will John Lewis bring a festive cheers to its shareholders?

By Max Bannister-Buffery Christmas time is around the corner and everyone is in eager anticipation as to what this year’s John Lewis advert will present. The advert alone is a marketing stroke of genius, mentioning nothing of their products or sales, and instead evoking a meaningful message. However, this year, their advert suffered some rare…

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Is the American mortgage bailout becoming permanent?

By Tamas Babos Two government-sponsored enterprises (GSEs), Fannie Mae and Freddie Mac, may soon require a second bailout after their first one in late 2008, financed during the presidency of Barack Obama. These two bodies are responsible for much of the inner workings of the US housing market. By securitizing American mortgages in the form…

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European Banks losing momentum

By Thomas Daborn Europe has been thwarted with issues following the systemic financial crisis which spread as a cotangent across the pond. Notwithstanding European issues of mass migration from an unprecedented refugee crisis, xenophobic rhetoric coming out of extremist political figures or the very recent terror scares, Europe has another headwind in its stride. European…

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Will the Oyu Tolgoi underground development save Mongolia’s economy?

Erdenebilguun Gan-Och The 17th largest country by territory in the world with a mere 3 million in population was the hot topic in mining during its short lived “golden era” of early 2010s. Historically, the country largely relied on agriculture and light manufacturing; Mongolia became an international spotlight after the signing of the Investment Agreement…

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Uh-OPEC: Iran’s return, “Is now a bad time?”

Nicholas Ogilvie OPEC stated this week that surplus inventories of crude oil are at their highest in ten years. The IEA announced that a record of 3 billion barrels filled inventories across the globe. Yet despite the record glut, 2015 has still had a very strong oil demand growth, which is expected to stay high…

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Six year low in copper prices – China responsible?

Aidan Jackson Copper prices have continued to fall to $2.13/lb, a six and a half year low as the commodities slump shows no sign of ceasing. The cost of the dollar traded asset is by no means helped through the growing strength of the American currency, as oil production begins to stabilise and hints that…

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The flowers, the markets and our defiance against terrorism

Steven Tai Almost ten years on from the 7/7 London bombing in 2005 that killed 52 people, the 13th November has marked to be another unforgettable day of atrocity in contemporary European history. Policy makers and the media seem to circulate the defiant message that ‘terrorism does not change our way of life’, this is…

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The pharma M&A wave: Key factors

Anupurba Roy Mergers and acquisitions activity in the pharmaceutical industry has been unusually high this year. $221 billion worth of pharmaceutical deals were completed in just the first half of this year, triple the amount during the first half of 2014. Worldwide M&A in the healthcare industry was up 76% from its 2014 levels in…

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