ENTITY

Kumba Iron Ore (KIO SJ)

23
Analysis
MaterialsSouth Africa
Kumba Iron Ore Limited mines for and produces iron ore.
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21 Nov 2023 15:26

DMA ONE: JSE December ‘23 Rebalance Rankings

The Week Ahead, NPN x PRX discount update post Tencent results, trading statements released after close yesterday. We do not expect any constituent...

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DMA
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18 Nov 2023 01:40

Year-End Rally Underway; Many Bullish Reversals/False Breakdowns; Buys: Tech, Cons. Disc., RE, Steel

There is significant evidence that global equities $ACWI have bottomed, and a year-end rally has begun. It all started when we discussed that the...

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08 Nov 2023 00:28

MSCI EM Index Reversing 3-Month Downtrend -- Buy. Remain Overweight India, Upgrading Poland & Greece

In our prior EM Strategy (10/2/23) we discussed that, if $EEM is above $37, we were buyers on the pullback. Support held and now EEM displays a...

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23 Sep 2021 07:47

EMEA Sectors Deep-Dive.  Active Positioning in the EMEA Region

The last decade has seen EMEA weights drift ever lower.  We look in detail at all sectors in the EMEA region, together with some of the key stocks...

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27 May 2021 09:28

EM Steel:  Gaining Strength

The Steel industry group is building momentum.  The turnaround started in April of last year after a severe drop post COVID, but it is far from...

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