Charles Goodyear is slated to take over as chief executive officer of Temasek from Ho Ching on October 1. This has prompted Nomura to review the Singapore-based investment firm's track record and strategies under Ching, and to draw inferences from Goodyear's background as to how he will manage the firm. Its conclusions were published in a research report last week.
The analysis of Temasek is what Nomura terms an anchor report, in which it examines the key themes and value drivers upon which it is basing sector views and stock recommendations. Temasek did not talk to Nomura for the report.
Temasek has succeeded in geographically diversifying its portfolio, Nomura commented, with Singapore now accounting for...
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