Global Cement Outlook: Geographic Mix Makes Cemex Our Top Pick
Global GDP growth prospects have faded in the past several years, weakening the overall outlook for highly cyclical cement demand and resulting in...
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Silk Roads Part 2: Big (Emerging Market) OBOR Investors
In the first piece of the series Silk Roads Part I: Background we outlined briefly the drivers behind China's "One Belt One Road" initiative which...
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U.S. Steel Makers to Benefit From Trump Stimulus but Market Draws Long Bow With Optimism for Miners
After an initial tantrum, the market is now upbeat at the prospect of a Trump presidency, particularly for commodities and commodity producers....
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Thailand Mourns Fallen King, Healing Will Take Some Time
His Majesty King Bhumibol Adulyadej (Rama IX) passed away at Siriraj Hospital in Bangkok yesterday, 13 October 2016, at 3.52pm. Our condolences to...
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DCON: Missing Links of Thai Construction
Within the large cap cement makers, we think market leader Siam Cement seems more attractively valued and has better growth potential, but we also...
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