Screening the Silk Road: Q1 2021 High Risk Names to Avoid
As in the previous few quarters, we are on the watch for the risk of deteriorating credit metrics, but in particular during H1 2021. 25 stocks...
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Global Commodity-Related Equity Sectors In Secular Bull
We believe commodities are in the early stages of a new secular bull market. Global Materials & Energy remain our favorite Sector overweights - add...
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Long-Term Bullish Inflections For Hang Seng, DAX, MSCI EM, & Bloomberg Commodity Index
The number of major country indexes showing major bullish inflections continues to grow. Broad commodities also breaking a 12.5-year downtrend....
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Empire Energy (EEG) 1Q20 Actions Sustain Prospects Well Beyond CV
Empire Energy Group Limited (ASX:EEG) is a junior oil and gas producer and explorer with onshore oil & gas shale assets. EEG holds the...
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ENN Ecological (600803 CH): Weak 1Q20 but Metamorphosis in Good Progress
ENN Ecological Holdings (600803 CH) (ENNE) reported a disappointing 81.2% YoY decline in profit in 1Q20, but we believe the focus should be on the...
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