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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Global Strategy: Opportunities in Health Care & Materials Stocks
Price and relative strength trends continue to improve for our international equal-weight Health Care Sector.We recommend adding exposure, and...
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Thai Strategy 2018 (Part I): Key Themes
In this three-part series, MCorpReview highlights the key themes, stock picks, and sector allocations we believe will work best for 2018, which...
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The Week that Was in ASEAN@Smartkarma - Ramadan, Russians and Hot-Pots
The week in ASEAN saw a pickup in activity after last week's Hari Raya holidays, with a note on Pension lender Bank Pmbngn Daerh Jawa Brt Dn Btn...
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Average 19% YTD Gain in Key Mining Stocks
SGX lists four stocks mining industrial minerals including tantalite, phosphate, limestone and marble, four coal mining stocks and three gold...
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