Reinitiating Coverage of China Steel With No-Moat, Stable Trend Ratings, FVE of TWD 13.30
We are reinitiating coverage on China Steel Corp (2002 TT), or CSC, the largest steelmaker in Taiwan, with no-moat and stable moat trend ratings,...
166 Views
Future of Cobalt Vis-A-Vis EVs
As per the Financial Times ("FT") article dated 24th Feb 2017, electric vehicle ("EVs") manufacturers and battery producers have been scrambling to...
4.4k Views
Pakistan Market Outlook 2017
Pakistan market is expected to continue its uptrend in 2017 given tangible gains from China Pakistan Economic Corridor (CPEC) projects and rising...
491 Views
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....
332 Views