Nevsun's Copper Solution for Zijin
Zijin Mining Group Co Ltd H (2899 HK)/Zijin Mining Group (601899 CH) announced a friendly, all-cash bid for Nevsun Resources (NSU CN) at...
415 Views
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...
117 Views
Global Strategy: Opportunities Within Mobile Payments, Metals & Mining, and Utilities
We believe the secular mobile payments theme has room to run, and we expect related stocks to continue outperforming... see pages 2-4 for...
331 Views
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...
235 Views
Focus on Outperforming EAFE SMID-Caps
Developed international equities (MSCI EAFE) have been underperforming relative to global equities (MSCI ACWI). However, within EAFE, SMID-caps...
608 Views