Global Views

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Global Trade Update: Momentum Lost

With eurozone demand stabilising and the UK economic recovery spontaneously bursting into life, the global economy has been given a welcome shot in the arm. Indeed, set against a backdrop of an...

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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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Food & Drink Round-up Q313: Core Views

The third quarter of 2013 did not have a marquee event of the same magnitude as the first-quarter purchase of Heinz by Warren Buffett's Berkshire Hathaway fund and Brazil's 3G Capital for US$28bn....

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One Step Closer To A Malaria Vaccine

Communicable diseases will remain a significant health burden over the next two decades forcing companies to adopt low-price, high-volume business models as the burden is overwhelmingly concentrated...

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Tin To Average US$22,500/tonne In 2014

In line with our view, three-month tin has broken above resistance at US$22,500/tonne in recent weeks. While China's economic rebound should lose traction in the coming months and generally drag on...

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