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EM by EM #3 – Copper comeback?

EM by EM #3 – Copper comeback?

In Q1, we had a long position in copper. However, since our exit, industrial metals have experienced a reversal, and most of the gains YTD have been wiped out. But could the copper story have another leg to it? In this piece, we will share our perspective combining...
EM by EM #3 – Copper comeback?

EM by EM #2 – Don’t fight the Xi

Following the publication of my EM by EM debut piece, where I highlighted the attractive set-up for Brazilian sovereigns (which thus far have fared well), we now shift our focus across the Pacific to Beijing. To read the full article, sign up for a 14-day FREE trial...