Mauritania Views

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Monthly Metals Strategy

We remain bearish on key metals such as copper, iron ore and steel over the medium term, and our forecasts are generally below Bloomberg consensus. We expect the recent stabilisation in the Chinese...

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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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The Global Impact Of US Syria Strike

US airstrikes against Syria would have consequences beyond the Middle East. Despite their opposition, Russia and China may see some unexpected benefits, while North Korea will be nervous.

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West African Frontier Heats Up

The West African frontier begins to hot up as Cairn Energy outlines its latest drilling programme to target the offshore of Morocco and Senegal. We see strong upside to the West African offshore area...

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