EM Breakout -- Add Exposure
The laundry list of current market conditions consistent with the profile of a bull market continues to grow, helping support our ongoing belief...
928 Views
Boost Research
New J Hutton – Exploration Report (Weeks Ending 30/08/19)
We examine at what stage the current commodities Supercycle exists Using BoC data, it appears that three of four commodity trends are...
724 Views
Cost Push, Higher Chinese Utilizations Support Iron Ore At > USD 100/Ton
Iron ore prices retraced to 106 USD/ton, but we continue to believe it will remain rangebound (95-110 USD/ton) due to cost pressures, the Simandou...
140 Views
EM Strategy:Â Russia and Thailand Bullishly Inflecting; Pullback Opportunity in India
This report highlights actionable themes across the EM universe, including: bullish inflections in the Russian and Thai markets, and a pullback...
648 Views
EM Strategy: Remain Overweight India
In this report we provide a synopsis of EM markets. We also scour the EM universe for attractive and actionable opportunities, highlighting...
613 Views