Copper Miners Breaking Out Around The Globe -- Buy
In this report we lay out what we believe is a compelling case to add exposure to copper miners at current levels, highlighting the following...
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Copper Miners Are Bottoming -- Add Exposure
The weight of the evidence continues to point to global equities beginning a new leg higher as the global economy shows signs of troughing. Copper...
418 Views
Kazakhstan: National Bank Needs More Independence to Keep KZT Volatility in Check
President Tokayev and the government view maintaining political stability in the aftermath of the managed presidential succession as their primary...
873 Views
Kazakhstan Snap Presidential Election Should Ensure Smooth Presidential Succession
When President of Kazakhstan Nursultan Nazarbayev resigned in March, we were concerned that political uncertainty might affect Kazakh assets. The...
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Time to Look for Safe Havens in Emerging Markets. Kazakhstan Is One of Them
We think that investors looking for value in EM should take a close look at Kazakhstan’s assets. Kazakhstan should be comparatively immune to...
290 Views