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...
4.5k 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...
1.2k Views
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....
377 Views
MV Global Junior Gold Miners Index Rebalance: 13 Adds, 2 Deletes; US$2.5bn Trade
There are 13 adds, 2 deletes, float and capping changes for the GDXJ. There are multiple stocks that have passive flows from the Fglobal, ASX and...
1.4k Views
Gold Miners ETF (GDX US): Further Capping Pushes Trade to Over US$12.5bn
The GDX benchmark change is expected to result in 27.4% turnover and a US$12.5bn trade. Multiple days of ADV need to be traded in a lot of stocks....
1.6k Views