Global Equity Pullback = Buying Opportunity
In today’s report we highlight the follow themes: As a whole, Europe continues to lag, but we like the price patterns—mostly multi-year bases....
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Int'l Compass: Japan Is Breaking Out; Energy Stocks Are Bottoming; Norway Is Emerging as Leadership
Japan’s breakout adds to an attractive global trendJapan’s base breakout, Europe’s rebound at the 200-day, and EM’s advance to all-time highs –...
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Fine Vs Commodity Chemicals – Are MMA Markets Sustainable?
Nissan Chemical Industries (4021 JP) presented at a conference in Tokyo this week, where part of its message was probably that the recent...
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Nissan (7201) - Unveils New "Leaf" As EV Theme Gets Motoring
The long-awaited launch of the The long-awaited launch of the Nissan (7201 JP)Leaf took place on Sept 6th, seven years after the first generation...
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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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