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...
297 Views
Selected European Holdcos and DLCs: May Report
Discounts to NAV for our selected European holdcos and DLCs have generally tightened (and premiums to NAV increased) in May. Swedish holdings are...
326 Views
Vedanta Now Caught Up With Peers - A Different Skew Ahead
VEDL has been a rocket the last several months. And it still "owes" dividends of ~Rs 24/share to its shareholders. HZL results were salutary, but...
470 Views
Selected European Holdcos and DLCs: April Report
Discounts to NAV for our selected European holdcos and DLCs have generally tightened in April. The report incorporates Q1 releases for the main...
370 Views
Orocobre/Galaxy Resources: On A Charge
The merged entity will capture a greater market share of the lithium supply in coming years, and capitalise on mining synergies. Plus afford the...
472 Views