Global Miners Are Breaking Out -- Buy
A wave of breakouts is visible throughout the global mining industry, where stocks are responding to long-term trend reversals in base metals,...
621 Views
Global Materials Sector, Led by Miners, Is Strengthening
Global material stocks are strengthening led by a turnaround in the metals, the global materials sector displays a long-term, relative strength...
355 Views
Int'l Compass: Overweight EM; Actionable Themes in Europe and Japan
Bullish technicals continue to support our call to overweight EM. We highlight actionable themes, as well as pullback opportunities in Europe,...
821 Views
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...
376 Views
Aggregate Japan OP Currently Down 7%, However New FY3/18 OP Expected to Increase 4%....
With approx 280 names (mkt-cap above ¥50bn) announcing earnings before Golden Week, the overall picture is starting to form up. Currently FY3/17...
411 Views