Primer: Covestro AG (1COV GR) - Aug 2026
Covestro is a leading global supplier of high-tech polymer materials, operating through two primary segments: Performance Materials and...
91 Views
Global Commodity-Related Equity Sectors In Secular Bull
We believe commodities are in the early stages of a new secular bull market. Global Materials & Energy remain our favorite Sector overweights - add...
425 Views
USD/JPY Macro Low and Fresh Position Webcast
Chartonics flash Tuesday 30 August 2016USD/JPY macro low and position update webcastWe have made a USD bull case from JPY 100 or 95 if we broke...
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Risk on Maturing in March
Our March risk on rally cycle remains intact but maturing with a concentration in our copper/energy theme. Emerging markets are our perform bet...
391 Views
Covestro / ADNOC: FSR Is the Hinge, Clean-Up the Catalyst
Covestro’s deal is past antitrust; next comes the EU FSR ruling, with ADNOC preparing remedies. With ~91% control, ADNOC has clean-up options...
826 Views