October 2014
Note The impact of commodity prices on Emerging Markets
In the report, Nomura’s researchers highlight five channels through which emerging market economies are affected by lower commodity prices: Merchandise trade, CPI inflation, profit margins, fiscal positions, and GDP growth to assess the winners and losers in the Emerging (...)
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October 2014
News Mercuria Closes Acquisition of J.P. Morgan Chase Physical Commodities Business
Mercuria Energy Group, Ltd (“Mercuria”) announced today it has successfully completed the acquisition of J.P. Morgan Chase & Co (“J.P. Morgan”) Physical Commodities Business, following the signing of a definitive Purchase and Sale Agreement in March of (...)
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September 2014
Innovation VIS Essential Investments introduces VIS EFW Efficiency Index
VIS Essential Investments, an independent specialized financial boutique based in Switzerland, announces today the launch of VIS EFW Efficiency Index, tracking the performance of 150 OECD-listed companies based on their capacity to capture growth linked to Energy, Food and (...)
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May 2013
Strategy Allocators Scale Back in Commodities and Emerging Market Stocks
BofA Merrill Lynch Fund Manager Survey Finds Investors Positioning For China Slowdown and Low Inflation...
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October 2012
Opinion The conditions are there for gold to return to USD 2000/oz over the next six months
The expectation of new central bank action was favorable for gold, causing a renewed surge in its price. Securities purchases by the European and US monetary authorities should help to propel gold towards new records.
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October 2012
News Insuring livestock to protect the poor
Livestock insurance has the potential to reduce the vulnerability of poor populations. The challenges are formidable, but recent technology offers hope...
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August 2012
News China Steel - Overproduction and Lower Prices to Persist
China’s steel industry output continues to rise notwithstanding slowing economic growth, falling prices for steel, and poor profitability at the steel mills. Fitch Ratings believes this paradox can be explained first by the larger steel mills’ priority of maintaining economies (...)
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August 2012
Strategy WTI prices not keeping pace with fundamentals
WTI prices have rallied over $18/bbl from their June lows. However, the rally in WTI prices has failed to keep pace with the rally in Brent prices, which are up more than $24/bbl from their June lows.
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March 2012
Strategy Equities: will oil spoil the party?
After the strong start to the year equity markets are getting vulnerable to profit taking. A further rise in oil prices could well provide the excuse for doing so, certainly as the momentum in liquidity creation seems to have (...)
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January 2012
Innovation Legal & General IM and Source offer a new index for commodity investment
The fund, which tracks the LGIM Commodity Composite Index, is designed to offer high quality, diversified exposure to commodities in a UCITS-compliant ETF...
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December 2011
Opinion Russia is not Egypt (yet)
After Egypt, Russia is the second country where capital flight has been significant this year. Now Russia has a tradition of strong capital flight. Ever since the collapse of the Soviet Union, there have been only a few quarters without a net capital (...)
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December 2011
News Crédit Agricole CIB to withdraw from equity derivatives and commodities activities.
The french bank unveils a new corporate and investment banking model centred on serving major clients and the closure of operations in 21 countries
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November 2011
Note Will the prices of rare earth metals continue to rocket ?
Despite the fact that these rare earth metals have become indispensable to the technological industry, prices have dropped by 25% from those prices reached during last summer
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October 2011
Opinion Stuck between Europe and China
For investors in emerging markets, the positive dynamics in China, on the one hand, and the malaise in Europe, on the other, are causing perplexity.
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October 2011
News Is Margarita Louis Dreyfus looking to sell?
This time, it’s not about the French soccer club, Olympique de Marseille, but a historical trading group called « Louis Dreyfus Commodities »…
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