Fortescue Metals Group: Slight Hiccup from China but Thesis Intact
We continue to think that iron or
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Global Equity Positioning: Macro Overview. Raising EU Overweights, Taiwan Vs India, UK Decouples
In our Macro Overview of Global fund positioning, we cover the following: Managers raise EMEA Overweight, hit max underweight in US. Taiwan key...
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Fortescue Metals: Iron Ore Stronger for Longer
Fortescue Metals (FMG AU) just got stronger for longer with the iron ore numbers
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Ganfeng Lithium: Will the Rally ‘Peter Out’ as Fundamentals Catch-Up
Shares of Ganfeng Lithium (1772 HK) has increased over 250% in the last three quarters. The spectacular rally is only second to Fortescue Metals...
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