Global Views

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Mining M&A: Asia & Gold Shine

Mining M&A will continue to pick up over the coming quarters with the bulk of deal flows concentrating in Asia and gold. Despite China's push to secure resource investment globally, mining M&...

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Global Renewables 'Brightspots'

UK offshore wind, Japan solar PV, Turkey onshore wind, Chile solar PV and South Africa solar PV, CSP and onshore wind are all 'brightspots' in the global renewables market. Companies with exposure to...

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MFS Growth Trend Gaining Steam

There is massive growth potential for mobile financial services (MFS) across the developing and developed world, facilitated by the near ubiquitous penetration of mobile handsets. While these...

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Global Strategy - FX

The euro looks weak across the board following this month's ECB meeting. We are bearish the euro outright against the Mexican peso in our global asset class strategy, and maintain our long-held...

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Global Commodities Strategy

A decisive push above USD19,000/tonne by nickel prices illustrates renewed impetus for H114 rally and USD22,000/tonne looks attainable in the coming weeks. We continue to forecast weakness in H214 as...

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