Pullback Opportunities in Global Metals & Mining Stocks
Global mining stocks offer an attractive, mid-cycle pullback opportunity. From steel to copper and aluminum stocks, retracements over the past...
630 Views
International Equity Strategy: Bullish Big Picture
Economic data finally confirms what the charts have been saying all year: global growth in the major regions is now in sync. We see the bullish...
418 Views
Brexit: The Clock Is Ticking and Little Has Been Achieved in Energy
Since earlier this year, I cautioned the “Business as Usual” / “no change” solution favored by the consensus as unlikely to happen in Brexit energy...
301 Views
Vedanta Resources: Getting ZINCronized
Vedanta Resources PLC (VED LN)Â ("Vedanta")'s rating upgrade by Moody's on 20-November reflects India's sovereign rating upgrade 3 days before, in...
466 Views
CATL IPO - Riding on Global and China EV Battery Demand
A leading EV battery vendor in China: CATL aims to be listed at Shenzhen Stock Exchange as A-share listing middle next year. The company will...
736 Views