Ear to the Ground - May 2016
In our second newsletter, we highlight some of the key trends/observations from the host of meetings, calls and analyst meets we attended in the...
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JSW : The Last Man Standing ?
Almost all Q1 results are out now and i thought i'd do a piece where I talk about how much worse things have gotten yet the street continues to...
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Global Steels Vs Indian Steels - Stark Differentials in Share Price Performance
Everyone at least in the US and worldover acknowledges the threat that Chinese steel presents. One look at the futures performance and even the...
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Indian Steels : They Are Not Special You Can Short Them Too !
Stocks/physical iron ore price/steel futures are all taking quite a bashing over the last 2 weeks. If you read my piece Steel Does the Rally End...
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Steel Does the Rally End Here ?
I have attached a few charts that are quite interesting and show steel price rise is hitting a roadblock and faces potential headwinds.Before that...
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