Global Cement Outlook: Geographic Mix Makes Cemex Our Top Pick
Global GDP growth prospects have faded in the past several years, weakening the overall outlook for highly cyclical cement demand and resulting in...
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U.S. Steel Makers to Benefit From Trump Stimulus but Market Draws Long Bow With Optimism for Miners
After an initial tantrum, the market is now upbeat at the prospect of a Trump presidency, particularly for commodities and commodity producers....
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Structural Reform III: Evidence of Bad Luck over Poor Policy
Room for small hope amid bleak Japanese policy reform recordUntil now, our analysis of Japanese structural reform, centred upon raising Japanese...
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Asahi Kasei - Housing Orders Weak in August, but Should Recover
Asahi Kasei's housing orders, announced after trading hours on September 6, relapsed again in August, down 10% in value YoY. Cumulative orders are...
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USD/JPY Macro Low and Fresh Position Webcast
Chartonics flash Tuesday 30 August 2016USD/JPY macro low and position update webcastWe have made a USD bull case from JPY 100 or 95 if we broke...
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