JFE: We Would Fade the Trump Tariff
Steel stocks across Asia are down: Nippon Steel -4.2% JFE -3.3% Kobe Steel -3.3% Nisshin Steel -2.7% Posco -4.4% Hyundai Steel -3.0% China Steel...
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JSW Steel: A Race of EBITDA Against Debt
We initiate our coverage on JSW Steel Ltd (JSTL IN) (JSW) with a NEUTRAL recommendation on all JSTLIN complex as we believe the complex is...
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EM Equity Strategy: Indonesia Perking Up; Overweight BRIC, Tech, and Health Care
Highlighted themes and actionable charts: Reiterating BRIC overweight. This country grouping continues to outperform broad EM, and we believe BRIC...
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Vedanta Resources: Getting ZINCronized
Vedanta Resources PLC (VED LN) ("Vedanta")'s rating upgrade by Moody's on 20-November reflects India's sovereign rating upgrade 3 days before, in...
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Investors Need To Be Patient With Reform Momentum Even As Modi Win Ensures Policy Continuity
Expectations on economic reforms from Modi government are running high after the big win in Uttar Pradesh. Political analysts are expecting this...
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