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...
1.5k Views
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...
450 Views
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...
767 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...
1.1k 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....
330 Views