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  • Editor’s Picks / 18 November 2015 at 23:10 GMT

    Beijing needs more than just goals to tap shale gas

    Nikkei Asian Review
    China's latest five-year plan calls for an enormous rises in natural gas output. But the companies given the plum rights to develop the gas, oil giants Sinopec and PetroChina, do not have the technical competence to do so. And the companies that do have the skills, mainly small entrepreneurial US drillers, have no inclination to go to China or help Chinese majors by providing equipment or knowhow. What's needed in China is more commercial competition, more players and more market signals. Based on the US experience, drilling for shale gas isn't the kind of thing big oil companies are good at. Unfortunately for China, all it has are giants, and rather inefficient ones at that.
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  • Editor’s Picks / 04 December 2014 at 22:29 GMT

    Opportunity for China to end control over retail fuel prices

    Bloomberg
    The plunge in crude oil prices is presenting China with an opportunity to end control over retail fuel pricing, according to a report by Bloomberg's Aibing Guo. Fearful of slowing growth, China has pledged to give markets a decisive role in its economy. The drop in oil is a test whether the country will follow through on Premier Li Keqiang’s promise by giving PetroChina and China Petroleum & Chemical Corp, or Sinopec the freedom to set prices.
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  • Article / 21 November 2014 at 8:49 GMT

    From the floor: A day of caution

    Head of Editorial Content / Saxo Bank
    Denmark
    From the floor: A day of caution
    A quiet day of trading as the yen selloff slows on comments from Japan's finance minister, USDJPY and EURCHF volatilities head lower and even massively divergent US and EU data can't produce any huge swings in EURUSD.
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  • Editor’s Picks / 25 September 2014 at 8:02 GMT

    China's Sinopec risks running on empty

    Reuters
    Sinopec is targeting increasing its sales from 23,000 petrol stations. However, Reuters calculates that even a dramatic rise in sales won’t do much to lift the $58 billion valuation that outside investors have put on the Chinese oil giant.
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  • Article / 17 September 2014 at 13:16 GMT

    Quant Corner: Better model, better picks

    Head of Equity Strategy / Saxo Bank
    Denmark
    Quant Corner: Better model, better picks
    Starting on Monday, our daily Quant Corner publication on global equities will incorporate a few slight changes to its methodology. The tweaks will allow us to better define a company's geographic area of interest and will emphasise conviction to a greater degree, ultimately allowing us to bring you better top equity picks.

    include two model tweaks. The outcome will be a different selection of top equity picks taking into account the model's predictions compared to consensus and a different geography selection (emerging vs. developed) based on the country of risk and not primary listing as is used in the current framework.
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  • Article / 17 September 2014 at 8:11 GMT

    Hold your nerve on our Sands China call

    Head of Equity Strategy / Saxo Bank
    Denmark
    Hold your nerve on our Sands China call
    Our top equity picks portfolio in Asia Pacific continues to be hit from multiple angles such as the strong USD, weak oil prices and declining gambling revenue in Macau. The portfolio is down 2% the last week but the quant model maintains its view on Macau gambling stocks and still has Sands China as its biggest bet.
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