Buying Metals/Mining and Consumer Staples
Commodity prices remain in a secular bull market, and now even gold is joining the rally. This is bullish for global metals/mining stocks (precious...
440 Views
EMEA Sectors Deep-Dive. Active Positioning in the EMEA Region
The last decade has seen EMEA weights drift ever lower. We look in detail at all sectors in the EMEA region, together with some of the key stocks...
498 Views
Global Metals and Mining: Reluctantly Grinding Higher
Metals and Mining stock exposure among active Global funds is at a 7-year high. Average weights hit a new multi-year peak of 1.64%, with cash...
292 Views
Global Emerging Markets Weekly: 9 April 2021
This insight provides a summary of the key news developments impacting the largest countries and constituents of the Global Emerging Markets equity...
338 Views
Vedanta Soars Beyond Indicative Open Offer Level. Not Expensive
VEDL is STILL cheap to peers relative, on a stub basis, on a fundamental basis using current or forward EV/consensus EBIT or EBITDA. We await the...
542 Views