EM Is Cementing Its Leadership Status; Buy Miners
• Pullback opportunities are prevalent in Europe and Japan. Both markets are testing key support levels,presenting attractive entry points. We see...
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Last Week in Event SPACE (13 August 2017)
Wharf Holdings Ltd (4 HK) vacillated after announcing its IP spin-off is at an advanced stage; industry heavy weights inject welcome-support...
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Global Materials Sector, Led by Miners, Is Strengthening
Global material stocks are strengthening led by a turnaround in the metals, the global materials sector displays a long-term, relative strength...
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Dividends Feature in 2017 as China Stimulus Buoys Result, but Rio Tinto Is Not an Income Stock
No-moat Rio Tinto's first-half 2017 adjusted net profit after taxes of USD 3.9 billion was slightly weaker than we expected, primarily due to costs...
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Jiangxi Copper Versus RIO
In May we issued a bullish call on material stocks, steel and copper and Jiangxi Copper and RIO we part of this basket.Even with a lower...
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