US$6bn Regained in Relative EMV; More to Go as BHPs Valuation Premium Melts...
INVESTMENT VIEW: Bhp Billiton (BHP AU) shares have fallen 4% since the end of August, underperforming Rio Tinto Ltd (RIO AU) shares which have...
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US$20bn in Lost Market Cap Looks Hard to Justify: Recommend Long Rio; Short BHP
INVESTMENT VIEW:Â We believe Rio Tinto Ltd (RIO AU) shares are oversold versus Bhp Billiton (BHP AU) and recommend a pair trade: long Rio; short...
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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...
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Pullback Opportunities in Global Metals & Mining Stocks
Global mining stocks offer an attractive, mid-cycle pullback opportunity. From steel to copper and aluminum stocks, retracements over the past...
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21 Things Worth Knowing (#13)
In today's issue:Off-balance sheet EU, TPP farce, Singles day bonanza, How Netflix works, hedge funds should be more conventional, eSports,...
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