EM Metals and Mining: Active Fund Ownership Surges to 7-Year High
Surging fund inflows have pushed average holding weights in Metals and Mining stocks to their highest allocation in over 7 years.
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OceanaGold Philippines IPO - Updated Thoughts on Valuation - Too Expensive Even at This Price
OceanaGold Philippines (OGP PM) is looking to raise up to US$106m in its Philippines IPO. In this note, we share our updated thoughts on valuation.
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Upgrading Mexico to Overweight; Technology Remains Global Leadership; Overall Bullish Outlook Intact
Upgrading Mexico $EWW to Overweight; Bullish Outlook Intact on $ACWI; Technology Remains Global Leadership. 44 individual buys highlighted in Tech,...
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CX Daily: What China’s New Capital Rules Mean for Banks
Capital / In Depth: What China’s new capital rules mean for banks New rules for China’s banks to determine their risk exposure and capital...
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Newcrest/Newmont Conclusion Nearing - Flowfront & Gold Price
Newmont Mining has run into a "perfect storm" of increasing negative correlation and increasing negative beta to gold vs Peers, and Newcrest...
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