Buy Dip for March Rally
This issue concentrates on what to buy into touted late February weakness for a March rally and our more strategic energy and metals bottoming...
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Newcrest Result Declines With Prices but Meets Our Expectations, Fair Value Maintained
Adjusted first-half fiscal 2016 net profit after tax of USD 63 million was a 65% decline on a year ago but in line with our forecast.Newcrest...
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The Macro Take: +55% Returns on Gold, INILS, WK Ahead
China comes back in today, whilst the US is off on Presidents Day. We also have a host of Fed speakers, plus in Draghi & Olsen speaking in...
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AmpGFX - More Stable Oil and EUR to Underperform Commodity Currencies
More stability in oil prices, anticipated policy easing by the ECB, intensified efforts in China to control its currency, and a Fed that is keeping...
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The Macro Take: Get the Picks Out for Gold and Silver Miners
It's time to break out the analysis on gold and silver miners Some goldminers are trading well below P/B, with potential price moves of +4x just...
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