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Regional FX & Fixed Income Strategy

Our Spain-over-Italy 5-year credit default swap (CDS) view, initiated on July 31, was underpinned by our belief that political risk in Italy was inadequately priced into fixed income markets. However...

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BlackBerry Crumbles And Goes Private

BlackBerry has agreed to be acquired by one of its largest individual shareholders in a deal that values the business at just US$4.7bn. Canadian insurance company Fairfax Financial Holdings Ltd -...

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Weekly Mining & Projects Roundup

The relatively strong performance of the Bloomberg World Mining Index over past weeks is set to reverse as it meets with stiff resistance around the 250 mark. Approaching Q413, we forecast increased...

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