Rising Metal Prices and Debt Obligations of Vedanta to Spur Zinc Mining in India
Rich Zinc Reserves to Buoy Increasing Mine OutputWith about 107 million tonnes of zinc metal reserves, India ranks 6th globally. The country also...
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Zinc Prospects and Share Price Fall Make Dowa a Buy Again
In our last note on Dowa Holdings on 17 Feb we turned cautious due to the rapid run up in the price since our first buy recommendation (+35% in 5...
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2017 Asset Allocation Outlook – Part 2: Trump Reflation Euphoria to Fade?
The overwhelming investor consensus a year ago was for further EM/commodity downside amid deflation fears - this year it is a USD secular bull and...
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Investing in Electric Vehicles
Electric vehicles (“EVs”) have been around for some time now in various shapes and forms. While they have always held immense promise, mass...
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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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