Asia Market Strategy: Is There No Stopping This Bull Run?
There was nothing new in Trump's speech last night, but the US stock market surged to new highs (again). Global reflation trade over next few...
354 Views
US Policy Focus Shifts to Closing Trade Deficitā¦
Ā·Ā A year ago, the key issue to understand was that commodity markets were about to tighten and position accordingly ā energy and materials have...
427 Views
Market Is Wrong on US Tariffs for Chinese Steel
The market is expecting US tariffs on Chinese steel exports wrongly believing Chinese are major steel Ā exporters to the US.Steel exports to US...
2.7k Views
Investing in Electric Vehicles
Electric vehicles (āEVsā) have been around for some time now in various shapes and forms. While they have always held immense promise, mass...
820 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 forĀ highly cyclical cement demand and resulting in...
1.2k Views