Caution Warranted; ACWI-US At $93 Resistance; Buys in Communications, Staples, Materials, Financials
With the MSCI $ACWI approaching the top-end of our expected 2023 trading range at $93, we see limited upside from here and believe caution is...
460 Views
Galaxy Surfactants IPO Preview: Selling Shareholders Cleaning Up
Galaxy Surfactants is one of India’s leading speciality chemicals firms. Galaxy will IPO through a secondary share sale of 6.3m shares, which is...
378 Views
Vinythai / Asahi Glass - Solvay Sells Out at THB 15, Mandatory Offer to Follow
This afternoon, it was reported that Asahi Glass would be buying a 59% percent stake in Vinythai from Belgium's Solvay SA (SOLB BB)The Japanese...
341 Views
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...
1k Views
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....
192 Views
No more insights