EM Remains In Favor; Shanghai Comp Breaking Out
Geopolitical concerns aside, a weakening US dollar (DXY) continues to be a major tailwind for both EM equities and the commodity Sectors. Improving...
492 Views
EM Breakout -- Add Exposure
The laundry list of current market conditions consistent with the profile of a bull market continues to grow, helping support our ongoing belief...
677 Views
Australian Material: FMG - Too Rich Compared to Its Peers?
Fortescue Metals (FMG AU), an Australian pure-play iron ore producer, has returned nearly 130%, whilst LSE listed Ferrexpo Plc (FXPO LN) is trading...
391 Views
PT Vale Indonesia: Consensus Looks Too Conservative - Trading Buy
INVESTMENT CONCLUSION: We recommend Buying Vale Indonesia Tbk (INCO IJ) shares with a price target of Rp.4,500/sh. INCO is a beneficiary of...
321 Views
Boost Research
New J Hutton – Exploration Report (Weeks Ending 30/08/19)
We examine at what stage the current commodities Supercycle exists Using BoC data, it appears that three of four commodity trends are...
536 Views