Nutrien Analysis – March 2022

Nutrien (TSX:NTR, NYSE: NTR) is a publicly-listed potash, nitrogen and phosphate producer. With all three being above their ten-year average price, potash and nitrogen are set to gain further (phosphate may gain a little too but to a lesser extent). Belarus and Russia are the second and third, respectively, biggest producers of potash worldwide behindContinue reading “Nutrien Analysis – March 2022”

Will the Japanese Yen become a safe-haven asset again? – March 2022

The Japanese Yen was for some time considered a safe-haven currency kind of like the Swiss Franc. It has low interest rates, a strong net foreign asset position, liquid markets and is backed by a stable economy. The currency of the worlds third largest economy with more than 100 million people has not been doingContinue reading “Will the Japanese Yen become a safe-haven asset again? – March 2022”

Sea Limited Analysis – March 2022

Sea limited (NYSE:SE) is a publicly listed company  based in Singapore that operates in mainly in Southeast Asia. It is currently trading around $93, down from a peak of $372. Is it a buying opportunity? They have 3 running segments: gaming, e-commerce and fintech. Gaming is its powerhouse, the only segment generating a profit. CalledContinue reading “Sea Limited Analysis – March 2022”

Bosnia on the Brink of War – February 2022

In the 1990s, there was a bloody conflict in Bosnia and Herzegovina, a country in central-eastern Europe formally part of Yugoslavia, a communist state encompassing nearby countries. It was Europe‚Äôs bloodiest conflict since World War II. The conflict ended with a power-sharing agreement of semi-autonomous states and leadership spread between the three main ethnic groups :Continue reading “Bosnia on the Brink of War – February 2022”

Hong Kong Exchanges and Clearing Analysis – January 2022

Hong Kong Exchanges and Clearing Limited (Symbol: 0388.HK) is a publicly listed stockmarket and derivatives clearing house operator. In the past 6 months, the Chinese government have made clarifications related to overseas stock listings and mainland derivatives trading. It said Hong Kong would not be subject to new data security rules for companies with moreContinue reading “Hong Kong Exchanges and Clearing Analysis – January 2022”