Commodities Pressuring Yields - Metals Bull Theme
We have made a case for higher US 10 year bond yields from the 2.15% level amid a bullish oil and energy stance. We are now seeing renewed signs of...
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Minimal Impact on Our Asian Steel Coverage Following U.S.Steel Import Tariffs; FVEs Unchanged
After meeting with steel and aluminum executives at the White House on March 1, President Donald Trump announced that he'll be enacting a 25% steel...
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EM Equity Strategy: Indonesia Perking Up; Overweight BRIC, Tech, and Health Care
Highlighted themes and actionable charts: Reiterating BRIC overweight. This country grouping continues to outperform broad EM, and we believe BRIC...
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Last Week in Event SPACE - Astellas, Celltrion, Renesas, AWE, Viva, Kushikatsu
Last week, Astellas Pharma Inc (4503 JP)'s latest buyback may impact the stock; KOSDAQ 150 names expected to benefit as Celltrion Inc (068270 KS)...
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Look to Commodity Sectors for Leadership
While Tech continues to plot higher, still mocking reversion-to-the-mean forces, sector leadership is broadening into value segments. Two...
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