Key Analysis

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CNY Weakness Not Yet Over

The Chinese yuan is set to weaken gradually against the US dollar and its CFETS basket over the coming months and we maintain our 2016 and 2017 year-end forecasts of CNY6.800/USD and CNY7.100/USD,...

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Emerging Markets Key Themes Q&A

BMI Research recently held a webinar in which we presented our Emerging Markets Key Themes (see 'Emerging Markets Key Themes Chartpack - Q316', July 26). Here, we outline our answers to some of the...

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O&G Equities Set For Diverse Performance

Limited commodity price gains will cap upside for US E&Ps in H216, although Permian-focused players will continue to outperform. Squeezed margins will depress refining equities, while the...

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USD50 Oil: Where To Next

Seasonally bearish oil market fundamentals and weakening sentiment will take the wind out of Brent's August rally, weighing on its ability to break through key resistance levels at between USD52.0-53...

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