Encouraging Signs -Observations from a Road Trip to Steel Country Side.
There is so much of negative news emanating from India as of late regarding the slowdown in the economy, most macro numbers have worsened, fiscal...
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Opportunities in Global Energy & Materials Stocks
Commodities and related stocks are on the rise. Crude oil, industrial metals, and lumber prices are all breaking out to new highs and related...
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Tata Steel: Debt Beneath the Wings
We initiate our coverage on Tata Steel Ltd (TATA IN) (“TSL”) with an UNDERWEIGHT recommendation on all of the TATAIN complex as we believe the...
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Nippon Steel to Raise Stake in Sanyo Specialty to 51+% - Japan Steel Consolidation Kicking Off?
Nippon Steel & Sumitomo Metal Corp (5401 JP) announced yesterday that it would be acquiring Swedish engineering specialty steel maker Ovako...
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JSW Steel: Moody's Premature Rating Upgrade
Executive summaryMoody’s upgraded the senior unsecured bond rating of JSW Steel Limited (JSW) to Ba2 from Ba3 on 6-March. The outlook remains...
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