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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