VALE US: Exposure to High-Grade Iron Ore With >8% Dividend Yield
We initiate coverage on VALE US, one of the world's biggest iron ore producers, with high-grade iron ore and low-cost production. The stock trades...
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Iron Ore: Disappointing Data Pushed Price Down to 105, Bounce To 120 On Further Stimulus From China
We provide our take on the China data like TSF, auto sales and property that led to the sell-off in iron ore. We provide our rationale for an iron...
200 Views
EM Fund Positioning: All You Need to Know
In this analysis, we provide a detailed overview of investor positioning among 250 active Global Emerging Market funds with combined AUM of $500bn.
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Iron Ore Tracker July 4th, 2024: Prices Rangebound, Iron Condors Anyone?
With the latest 10% bounce in iron ore prices and coking coal prices, we provide actionable ideas to play iron ore in equities/options etc.
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BHP/Anglo American: A Decarbonising Solution
When "Final" doesn't necessarily mean final. After BHP increased its (final) offer ratio terms by 24.8% to 0.8860 BHP shares for each Anglo share -...
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