Perfect Storm: Skyrocketing PET Spreads...What’s Happening and Who Benefits?
Polyethylene terephthalate (PET: bottle grade) spreads have skyrocketed since April, setting five consecutive weekly highs.We see three reasons for...
205 Views
Look to Commodity Sectors for Leadership
While Tech continues to plot higher, still mocking reversion-to-the-mean forces, sector leadership is broadening into value segments. Two...
265 Views
Emerging Markets: Technical Strategy & Reccommendations
Today’s report provides a top-down synopsis of the technical condition of emerging markets across the globe, and includes a wide variety of...
971 Views
Who in Asia Consistently Outperforms Going into the Year End.....
It is always fun to see which names outperform or underperform running up to the year end. We looked for names that have consistently done well in...
376 Views
Future of Cobalt Vis-A-Vis EVs
As per the Financial Times ("FT") article dated 24th Feb 2017, electric vehicle ("EVs") manufacturers and battery producers have been scrambling to...
4.3k Views