No time to take outsize bets!
If we could have, we would have repeated our headline from last month (Stay defensive into October)! Last month we cautioned about macroeconomic factors and …
If we could have, we would have repeated our headline from last month (Stay defensive into October)! Last month we cautioned about macroeconomic factors and …
It’s been a pretty torrid time in equity markets over the past 4-6 weeks and that looks set to continue with a host of macroeconomic …
Last month we flagged the potential for weakness in mining stocks due to the northern hemisphere summer and, indeed, August was a torrid month for …
Summer is a seasonally weak period for mining stocks and, with the lithium restocking event now having petered out, there’s likely to be precious-little support …
Continue reading “Raw Materials could drift in August; Downstream to outperform”