Back in the early 1990s, Mobil was exploring for oil in Zimbabwe when it came across large hydrocarbon resources in the Cabora Bassa Basin. The petroleum giant explored over an area extending all the way from Victorian Falls in the west of the country through to the Cabora Bassa Basin in the east. It identified
Read More
BanyanTree Investment Group was recently featured on Ausbiz where Fund Manager Zach Riaz offered his views on the recent market correction and the periphery services that will see increased commercial activity once a COVID-19 vaccine is developed. Here are this thoughts. Vaccine timeline Clearly this will have a material impact on investor sentiment, the health
Read More
In a victory for the ‘no junk mail’ eco warriors and a blow for an army of 14,000 letterbox walkers, grocer Coles last week ceded to the digital age and stopped producing physical sales catalogues for seven million Australian households. Whether other mass-market retailers follow suit is of keen interest to IVE Group (IGL) and Ovato (OVT), the foremost
Read More
Millennials have suddenly become the centrepoint of the financial services universe where it now seems that unless you use sexy buzz terms like ‘interest-free’ and ‘easy repayments’, you have no chance of wooing them. So now starts the game of ‘how we can make money from them in any method other than interest charges?’ Which
Read More
The New Criterion: the overlooked small cap champions defying the coronavirus gloom. As the now-concluded earnings reporting season shows, the pandemic has created a distinct market of winners and losers – interspersed with a few plodders just getting by. The trouble with the obvious Covid-19 beneficiaries such as ecommerce stocks is that they’re trading on
Read More
