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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China Close to Peak Steel Demand but Outlook Is Positive for Australian Bulk Commodity Producers
After re-bounding last year by 50%, RBA's Commodity Price Index has fallen by 5% this year, reflecting weakness in bulk commodities. This has been...
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Copper Rally to Help Mend H Share Breadth
It is time to look at copper again. Our recent long from 288 was sold at 320 and a well behaved pulled has followed. China A shares have powered...
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Santos Rejects AUD 4.55 Overtures From Harbour, But It's Unlikely to Be Over Yet
Santos Ltd (STO AU) confirmed it received a confidential cash takeover proposal from Harbour Energy in August 2017, contemplated to be undertaken...
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Global Equity Strategy: Overweight EM, Japan Breaking Out, Europe in Recovery
Global technicals remain on a bullish footing. There’s a lot to like across global markets, chart-wise, particularly the catering-sized amount of...
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