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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Winds Across the Pacific: What the US Election Will Bring to Asia
The bitter divisiveness of the campaign, between Democrat Hillary Clinton and her Republican rival Donald Trump, reflects the deep disaffection of...
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ANIMAL SPIRITS™ REPORT: Korea Equity Strategy - Overweight as Earnings Hit the Sweet Spot
Investment Conclusions - Tactical View (3-6 Months) Animal Spirits has an "overweight" stance on Korean equities. Animal Spirits suggested...
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What's Priced In? Sensitivity of the Major Iron Ore Miners to Higher Prices
The iron ore price has remained resilient at around USD 55 per tonne, higher than many anticipated. While we still hold to our long-term target of...
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2016 US Elections Scenario Two: Donald Trump Wins
A US election fought under moderately favourable economic conditions, with a Republican electorate divided and openly unhappy with its...
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