Asia-Pacific resources quarterly
Welcome to the first edition of Edison’s Asia-Pacific resources quarterly, which is designed to raise the profile of a selection of the region’s listed companies with investors both in the region and internationally. This edition opens with a strategy piece from Alastair George, who believes capital flight in Spain is now too big to ignore and portfolio risk should be reduced. In his introduction Charles Gibson, Edison’s head of mining, examines the slump in the sector’s share prices despite a rise in margins, earnings and cashflows. Ian McLelland, head of oil & gas, looks at the value of research for small- to mid-cap E&P companies.
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