ENTITY
BHP Billiton Plc (ADR)

BHP Billiton Plc (ADR) (BBL US)

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Analysis
MaterialsAustralia
BHP Billiton PLC is an international resources company. The Company's principal business lines are mineral exploration and production, including coal, iron ore, gold, titanium, ferroalloys, nickel and copper concentrate, as well as petroleum exploration and production. Dually-listed company with BHP AU.
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28 Sep 2016 09:34

ANIMAL SPIRITS™ REPORT: Greater China View - China "Goldilocks", HK "Revival" & Taiwan "Bond-Proxy"

Investment ConclusionsMacro, Index and Sector Views Our macro baseline scenario is positive on emerging markets (EM) in Q4, 2016. We see...

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23 Sep 2016 11:19

ANIMAL SPIRITS™ UPDATE: Japan Equity Market Outlook - BOJ, Fed & The Value Trap

Executive Summary This week, the Fed has behaved consistently with our macro roadmap by not raising rates yet but running the US economy "hot". Two...

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08 Aug 2016 20:18

China Housing: Strong Recovery but Debt and Vulnerabilities Rise

In this post, Evidente draws on recent analysis undertaken by the RBA of developments in China's residential property markets.  Thanks to a number...

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bearishMacroeconomics
05 Aug 2016 14:02

Event Risks, Catalysts and Volatility in Latter 2016

The UK’s referendum to exit Europe and the ensuing gyrations in global markets warned us against complacency in the face of event risk. Vigilance...

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02 Aug 2016 03:30

Is The Commodities Complex Breaking Down All Over Again?

Oil symbolically broke $40 to the downside US time Monday, though many stocks last week stubbornly refused to read the tea leaves from the physical...

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