The Green Dollar

swimming

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A letter to the Editor of Frommer’s guide to SEA, 6th Edition

Dear Editor, I am a Singaporean and I like reading about Singapore written by good writers, travel and otherwise, because for me, it is most times very amusing. I enjoyed reading Frommer’s SEA guide, 6th edition, because I realised how restricted the country sounds. I am sure there must be truth hidden in its depths … Continue reading

Blackrock: Profile

Blackrock is focused on companies that

1. have individual stock specific catalysts to release additional value

2. benefit the most from an improvement in the macro environment, through either higher oil prices or increased industry capital expenditure.

3. oil services

(Backdrop of oil price driven earnings revisions is a positive one, there are many company-specific factors to highlight even in flat price environemnt. Companies that are low-cost producrs and have strong resource positions, and high impact exploration programmes that are attracting value.)

For more information, contact:
Robin Batchelor, MD, portfolio manager and joint chief investment officer of blackrock's natural resources equity team, or Poppy Allanby: fund manager of Blackrock's natural resources equity team.