Vietnam Rubber Faces Demand Slump in Oct, Impacting Returns
Highlights October posts a sharp 20% YoY fall in export volume China dominates yet declines; secondary markets turn volatile Vietnam exports...
115 Views
Asia Gold Mining 2026–27: Pricing the AMMN Exit & The BRMS Proxy Pivot
MVGDX focuses on North America, AMMN faces removal in 2026, BRMS is top Indonesian gold substitute with Zijin inclusion unlikely before Q3-2027.
101 Views
Overview #43 – Not Too Hot, Not Too Cold
A review of recent events/data impacting our investment themes and outlook. Central Banks continue to aid the commodity trade while China takes aim...
262 Views
Oil futures: Crude heads for weekly losses on oversupply concerns
Crude oil futures were edging higher, but broader concerns over a looming surplus in the new year left prices softer on the week and languishing...
387 Views
Momentum Without Muscle: Why Iron Ore’s Recent Strength May Not Last
Iron ore's resilience is at risk due to weakening steel demand and looming Simandou volumes, with managed money participants trimming their net...
434 Views