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Understanding China and the Investment Thesis

We have been meaning to support our China bull case for a while but have been indolent. But here it is. China is a better investment vehicle than the US. Executive Summary Scale Government Efficiency Favorable Labor Force Diaspora We especially like China right now because asset prices have retreated in the face

Emerging Markets We Are Investing In Right Now (for Canadians)

Start Investing Now and Invest in an ETF or Good Mutual Fund In various posts we have written for the mass market (our fellow professionals who are nurses, social workers, plumbers), instead of just investment banking hopefuls, a few notes that repeat the same general themes. We espouse the need to invest

Breaking into Investment Banking: Applying for MBAs in Canada

With a great GRE/GMAT score, you are now ready for applications, right? Not quite. Depending on the desired school, there are a series of documents that you need to put together before the application deadline. We will go over those documents in this post. Canadian MBA Deadlines The first thing you should check

Canadian Cannabis Industry Stocks Overview

Rise of the Medical (and Recreational) Cannabis Industry Around the world attitudes towards cannabis are beginning to relax. In recent years, the view has shifted from marijuana being a dangerous drug to a viable medicine. Although already commercially sold for medical use, recreational use is increasingly seeing decriminalization and non-black market

Why Are Canadian Oil & Gas Companies Down?

This runup in oil prices has resulted in energy companies across the globe seeing their stock prices rise as cash flow expectations ramp up. However, Canadian energy companies have lagged global peers and for some names – gas producers in particular - dropped precipitously during this same time period. The reason

Observations on Chinese Assets and Investing

The stock market has continued to move higher to start 2018 as talking heads discuss how long the current bull market has been and how expensive stocks are on a historical basis. Not knowing what to invest in has resulted in flows into alternative investments such as Bitcoin and emerging

Major Oil And Gas Basins: Viking Formation

Written by a bulge bracket oil & gas investment banker Overview of the Viking Formation The Viking formation is a popular Lower Cretaceous play located in the eastern portion of the Western Canadian Sedimentary Basin and it spans across eastern and central Alberta and western Saskatchewan. According to the National Energy Board

Major Oil and Gas Basins: Montney

Written by a bulge bracket oil & gas investment banker An Introduction to the Montney Overview of the Montney Formation The Montney Formation is widely regarded as one of the largest and most attractive premier plays in the world. The play is divided between British Columbia and Alberta and spans across northeast British

Global ECM Weekly Monitor Dec 01, 2017 – Saigon Beer Alcohol Beverage, Enterprise Products Partners

Our previous Global ECM Weekly Monitors can be found here. Saigon Beer Alcohol Beverage Corporation (HOSE:SAB) Announcement Date: November 29, 2017 Gross Offering Amount: VND 109,972 billion (USD $4.8 billion) Price per share: VND 320,000 Lead Banks: Not Disclosed Nature of the issue: State bailout Security Issued: Common Shares Saigon Beer Alcohol Beverage Corporation is

Canadian M&A Roundup Dec 01, 2017 – Banco Bilbao Vizcaya Argentaria Chile, Aricent, ReNew Power Ventures, Noralta Lodge

Our previous Canadian Mergers & Acquisitions roundups can be found here. Our previous global M&A roundups can be found here. Target: Banco Bilbao Vizcaya Argentaria Chile Industry: Financial Institutions Acquirer: Bank of Nova Scotia Target: BBVA Chile Size: CAD 2.9 billion Consideration: Not Disclosed Sourceof Funds: Not Disclosed Sell Side Advisors: Not Disclosed Buy Side Advisors: Not Disclosed

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