Global Materials Sector, Led by Miners, Is Strengthening
Global material stocks are strengthening led by a turnaround in the metals, the global materials sector displays a long-term, relative strength...
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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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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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Avoid the Steel Trap: Fundamentals Indicate Trouble Ahead
With U.S. steelmaker stocks having rallied sharply after a painful 2015, shares are now pricing in much better times ahead. Given the impact of...
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POSCO Secondary Placing: Steel Fundamentals Challenging
A Posco shareholder is selling down USD140mm worth of stock after market today in an accelerated book build. In this insight we evaluate the deal...
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