Global Energy Shares Breaking Out; Technology Remains Attractive
The MSCI ACWI and S&P 500 have both achieved a higher high relative to mid-April prices, which we see as a potential early indication of a...
408 Views
Coal Is Here to Stay
When it comes to thermal coal, two questions come to mind. What is the future for coal demand given the changing mix of fuel options for...
264 Views
WHC AU (Whitehaven Coal)
Should you have any questions and wish to speak with one of our analysts, please don’t hesitate to contact us.Equity Asia: + (65) 6735 3040 or...
175 Views
Commodity Watch - Financialisation Has Not Driven Commodity Futures, but Net Hedging Pressure Has
Evidente is launching a new product - Commodity Watch - which is designed to monitor developments in global commodity markets, with a focus on...
197 Views
False Dawn: The Bulk Commodity Mining Rally Will Prove Short-Lived
Bulk commodity miners are overvalued. Shares of iron ore and met coal miners have rallied to levels notseen since 2014, when Chinese steel demand...
274 Views