Nevsun's Copper Solution for Zijin
Zijin Mining Group Co Ltd H (2899 HK)/Zijin Mining Group (601899 CH) announced a friendly, all-cash bid for Nevsun Resources (NSU CN) at...
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Time to Look for Safe Havens in Emerging Markets. Kazakhstan Is One of Them
We think that investors looking for value in EM should take a close look at Kazakhstan’s assets. Kazakhstan should be comparatively immune to...
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Global Strategy: Opportunities Within Mobile Payments, Metals & Mining, and Utilities
We believe the secular mobile payments theme has room to run, and we expect related stocks to continue outperforming... see pages 2-4 for...
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Opportunities in Global Energy & Materials Stocks
Commodities and related stocks are on the rise. Crude oil, industrial metals, and lumber prices are all breaking out to new highs and related...
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Focus on Outperforming EAFE SMID-Caps
Developed international equities (MSCI EAFE) have been underperforming relative to global equities (MSCI ACWI). However, within EAFE, SMID-caps...
622 Views