Cemex Philippines IPO:Â Sound Industry Fundamentals, But Limited Upside
Cemex Holdings Philippines recently launched its institutional book building for its US$500m IPO. I had written on the deal earlier, Cemex...
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Cemex Philippines IPO Early Thoughts: Supply Glut, Notes on CG
Cemex SAB De CV (ADR) 's Philippines subsidiary Cemex Holdings Philippines  is planning to raise up to US$860m by June.In this insight, I look to...
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Be Prepared for a Stronger Dollar in 2nd Half
This is a quick update from my start-of-the year call for a weaker dollar and rally in commodities in Q1 and a bit of extension but reversal in Q2....
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Lithium - An Outlier Among Sinking Commodities
Unlike gold and oil, Lithium is not an exchange traded commodity but is nevertheless considered one. From mid 2014, the commodities market has seen...
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AmpGFX -Â Taking Stock on a Confusing Start to the Year
After a volatile start to the year that has involved a significant downward revision to global growth expectations, we try to take stock of the...
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