Investing in Electric Vehicles
Electric vehicles (“EVs”) have been around for some time now in various shapes and forms. While they have always held immense promise, mass...
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Buoyant Returns Beyond the Benchmark in 2016 YTD
The first 10 months of 2016 brought its fair share of macroeconomic challenges to the region. During the 10 months, the Straits Times Index (STI)...
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Global Cement Outlook: Geographic Mix Makes Cemex Our Top Pick
Global GDP growth prospects have faded in the past several years, weakening the overall outlook for highly cyclical cement demand and resulting in...
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Silk Roads Part 2: Big (Emerging Market) OBOR Investors
In the first piece of the series Silk Roads Part I:Â Background we outlined briefly the drivers behind China's "One Belt One Road" initiative which...
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U.S. Steel Makers to Benefit From Trump Stimulus but Market Draws Long Bow With Optimism for Miners
After an initial tantrum, the market is now upbeat at the prospect of a Trump presidency, particularly for commodities and commodity producers....
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