Nisshin Steel: Long-Dated Tender Offer, with Arb Grid
Just before the close Friday I published a piece Nisshin Steel: Imminent Tender Announcement by Nippon Steel? Part I giving the background on the...
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Nisshin Steel: Imminent Tender Announcement by Nippon Steel? Part I
On February 1, Nisshin Steel and Nippon Steel & Sumitomo Metals jointly announced that as part of Nisshin Steel'ss separately announced...
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Growing DM Peak Risk as EM's Squeeze Higher
Chartonics weekly Monday 21 March 2016Growing DM peak risk as EM’s squeeze higherOur March risk on rally is maturing with DM’s slated to peak in...
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Risk on Maturing in March
Our March risk on rally cycle remains intact but maturing with a concentration in our copper/energy theme. Emerging markets are our perform bet...
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AmpGFX - Taking Stock on a Confusing Start to the Year
After a volatile start to the year that has involved a significant downward revision to global growth expectations, we try to take stock of the...
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