POSCO Secondary Placing: Steel Fundamentals Challenging
A Posco shareholder is selling down USD140mm worth of stock after market today in an accelerated book build. In this insight we evaluate the deal...
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Bad Jobs Report Good For Some EMs, Great For Others
A surprisingly poor employment report in the US became the central focus among investors across the globe on Friday. In May the US added just...
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Projecting Residential New Starts in China
China property sector, and within it mainly the residential sector (i.e. new developments), are an important source of demand for commodities. One...
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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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Be Prepared for a Stronger Dollar in 2nd Half
This is a quick update from my start-of-the year call for a weaker dollar and rally in commodities in Q1 and a bit of extension but reversal in Q2....
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