Iron Ore Comes Roaring Back! BHP-Anglo, VALE, FMG: What's Hot In the Space
We summarize newsflow in the iron ore market and our take on the BHP-Anglo deal. We also summarize the production reports of Vale/FMG and Champion...
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Vale - ESG Report - Lucror Analytics
Lucror Analytics' ESG Scores are based on a 3-tiered scale and are adjusted for Controversies (if applicable). We view Vale's ESG as "Adequate",...
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Vale S.A.: Energy Transition Metals Business Could Save The Day? – Key Drivers
Vale had a bad quarter with revenues and earnings well below expectations. The company saw a decent performance in iron ore production,...
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EM Fund Positioning: All You Need to Know
In this analysis, we provide a detailed overview of investor positioning among 250 active Global Emerging Market funds with combined AUM of $500bn.
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EM Metals and Mining: Active Fund Ownership Surges to 7-Year High
Surging fund inflows have pushed average holding weights in Metals and Mining stocks to their highest allocation in over 7 years.
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