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...
1.2k Views
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....
377 Views
Aequitas: Bagmane REIT Pre-IPO - Strong Yield Visibility Supported by Embedded Rental Growth
Bagmane Prime Office Reit (BPOR) plans to raise around US$440m in its upcoming India IPO. In this note, we talk about the firm’s historical...
515 Views
Landmark GST Legislation (India): Upper House Finally Approves; Next Steps & Impact (Inflationary??)
The Indian government has cleared a key step in the implementation of Goods & Services tax (GST) as it ensured acceptance of GST bill by Upper...
395 Views
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...
443 Views