Risk on Maturing in March
Our March risk on rally cycle remains intact but maturing with a concentration in our copper/energy theme. Emerging markets are our perform bet...
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Asia into Next Week
Our view for a zig zag uptick sequence has not changed and counting on a secondary low in the S&P and oil to provide support for a final uptick...
1.6k Views
Announcing the International Solar Alliance
As the COP21 summit flagged off in Paris yesterday, Indian Prime Minister Narendra Modi, along with his French counterpart, Francois Hollande,...
229 Views
Is an OPEC Cut Imminent?
In my last thoughts on oil, where I plotted some of the structural factors that might take it over $100 in the next few years, I noted that the...
265 Views
How Oil Can Head over $100 by 2017
Oil markets continue to be turgid as producers look to make up lower prices by increased volume. This has led to markets that are severely...
371 Views