Mathan Somasundaram

Local market ran into a brick wall after lunch despite solid China data. China Caxin Manufacturing data was better than expected and in expansion territory…good for commodities who had another good night. Bond yield proxies and currency proxies were under pressure from the start while banks joined the slide after... Show More

A first strike at Global Masters Fund. As for All the Majors: it's a quiet day. Some dissent on the resolution to re-elect Trevor Gerber as a director of Vicinity Centres. Otherwise a lot of smaller AGMs today. Today's note highlights different examples of the resolutions where shareholders express dissent:... Show More