Solid Second Quarter for Fortescue; AUD 2.80 Fair Value Maintained
Fortescue’s fiscal 2017 second-quarter iron ore shipments of 42.2 million tonnes were broadly in line with recent periods and our expectation. We...
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Our Rio Tinto Fair Value Estimate Lifts Marginally to AUD39 Per Share With Solid Finish to 2016
We raise our fair value estimate marginally to AUD 39 per share with Rio Tinto’s solid finish to the year. Fourth-quarter iron ore volumes beat our...
169 Views
2017 Asset Allocation Outlook – Part 2: Trump Reflation Euphoria to Fade?
The overwhelming investor consensus a year ago was for further EM/commodity downside amid deflation fears - this year it is a USD secular bull and...
320 Views
Investing in Electric Vehicles
Electric vehicles (“EVs”) have been around for some time now in various shapes and forms. While they have always held immense promise, mass...
656 Views
Global Cement Outlook: Geographic Mix Makes Cemex Our Top Pick
Global GDP growth prospects have faded in the past several years, weakening the overall outlook for highly cyclical cement demand and resulting in...
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