ACC (1102 TT): Good Momentum in Taiwan’s No. 2 Cement Producer
Good price momentum, relatively strong analyst recommendation, and capable of funding growth internally relative to its sector With main plants...
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Perfect Storm: Skyrocketing PET Spreads...What’s Happening and Who Benefits?
Polyethylene terephthalate (PET: bottle grade) spreads have skyrocketed since April, setting five consecutive weekly highs.We see three reasons for...
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Emerging Markets Strategy:Â Attractive Setups in China, Brazil, India, and Chile
Recent USD strength has weighed on EM’s relative performance. Given (1) strength in commodity prices (sans precious metals), (2) the potential for...
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2016 - Washout Year for Container Shipping
Ominous start to the year for container shipping with Drewry forecasting container shipping profitability to deteriorate in 2016. Ocean freight...
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