KAZ Minerals Buyout: Over to You
This deal has all the chances to complete. The current price of 626p offers a 2.2% gross spread (c.9% annualised), which seems an interesting entry...
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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...
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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...
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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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