Commodity Prices Mixed in March on Escalating Trade Concerns; Recommend a Narrower Focus
Our Recommendation – Narrow Focus to Select Commodities: Commodity pricing, which had been in a bullish trend since 1Q16, is being challenged by...
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Stay Bullish Commodities; Despite Feb Pause
Our Recommendation – Stay Overweight Commodities: We forecast the bullish trends in Commodity pricing, which has been underway since 1Q16, to...
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The Week that Was in ASEAN@Smartkarma - China Logistics, Pepsi Break, and Beauty
Summary of the insights across ASEAN@SmartkarmaThe below is a short summary of the Bottom-up and Top-down & Thematic Insights across...
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Vale Indonesia: Initiate with a Sell
Vale Indonesia Tbk (INCO IJ) current market price per share is IDR 2,720/share and market capitalization is IDR 24 trillion. Summary: INCO is the...
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Average 19% YTD Gain in Key Mining Stocks
SGX lists four stocks mining industrial minerals including tantalite, phosphate, limestone and marble, four coal mining stocks and three gold...
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