By Malaika Cornelio & Nathan Nowbuth The national and international agenda has been severely cramped for policymakers and heads of state as of late; this arguably commences from the world’s gradual descent towards what can be termed as one of this century’s most disruptive global public health crises. Nevertheless, despite the raucous nature of the … More Breaking down XOF/USD oscillations in a climate of critical adversities and acute conflict
By Nathan Nowbuth When trading any asset, it is imperative to take a holistic approach and consider both fundamentals and technicals. However, in this article, I will demonstrate the time horizon of technical analysis can alter one’s trading stance. Taking a longer timeframe (i.e. a year) can illustrate historical highs or lows and show the … More Does long term and short term technical analysis change perception on a trading position (USD/CNY)?
(Haris Mohammad and Tian Adam) In recent years, the consensus view on Wall Street has become that the fossil fuel demand is in terminal decline. Notable events, such as Saudi Arabia’s endeavours to reduce its stake in the oil company Saudi Aramco, have all contributed towards the belief that the world will have to increase … More Green Bubble & The Commodity Supercycle
By Nathan Nowbuth Introduction of Cryptos and Bitcoin The rises and falls of the digital currency, bitcoin, have been well documented ever since it started in 2009. It is owned and controlled by its users using a ‘peer-to-peer’ system and it differs from traditional currencies because it is decentralised and does not have a robust … More Bitcoin Breaks the $50,000 Mark? But is it still worth buying?
(Aidan Miao and Satvik Deolal) As the world closely observes the military coup in Myanmar, investors are right to worry about their assets in the region as situations are still very uncertain at the moment. After the military overthrew the government and detained the elected leader, Aung San Suu Kyi, it triggered international condemnation and … More Impacts of US Sanctions on Myanmar for the Commodities Market
By Ujan Shrestha, Shalin Kothari and Xilong Huang Company Profiles: Skyworks Solutions Inc. designs, develops, manufactures and markets semiconductors products, including intellectual property. The company’s analogue semiconductors are connecting people, places and others in a wide range of markets from automotive, broadband, infrastructure, military, medical, smartphone and many more. They seem to benefit significantly from the 5G upgrade … More Qorvo vs Skyworks Solutions- Devil’s Advocate
By Ratul Banerjee and Ananya Kumar Overview First Solar, Inc. is a provider of photovoltaic (PV) solar energy solutions. The Company designs, manufactures and sells PV solar modules with a thin-film semiconductor technology. The Company also develops, designs, constructs and sells PV solar power systems that primarily use the modules it manufactures. It operates through … More First Solar (NASDAQ: FSLR.OQ) Devil’s Advocate Summary
By Emrah Taylan and Koushik Karthikeyan Company Overviews Qorvo Inc. is a US semiconductor company that designs, manufacturers and supplies radio frequency solutions, which is the band of frequencies roughly between 20kHz and 30GHz. It is known for selling its products to smartphone players such as Apple, as well as to the infrastructure and defence space. As the … More Qorvo vs Skyworks Solutions
By Khalid Nazir and Matthew Landon Overview First Solar, Inc. is a provider of photovoltaic (PV) solar energy solutions. The Company designs, manufactures and sells PV solar modules with a thin-film semiconductor technology. The Company also develops, designs, constructs and sells PV solar power systems that primarily use the modules it manufactures. It operates through … More First Solar (NASDAQ: FSLR.OQ) Summary
(Haris Mohammad and Tian Oscar Adam) Water is one of the key ingredients for life. In the United States, people use approximately 400 billion gallons of water every day. Amid the ongoing worries about the water scarcity in the future, water recently joined gold, oil and other commodities traded on Wall Street. Farmers, hedge funds … More Forecast & Analysis on Water Futures
(Aidan Miao and Satvik Deolal) The commodities market is usually headlined by big players such as Gold and Silver. A metal that has recently been in the talks amongst traders is Rhodium. Rhodium is one of the rarest metals on the earth. It is so rare that it does not trade on the world commodities … More Rhodium – Commodity Analysis and Forecast
(Thomas Mak) Even before the emergence of COVID-19, commodities markets around the world were already facing ample challenges. With the US-China Trade War substantially weakening the demand for base metal commodities, coupled with the US dollar strengthening back in 2018 after Trump imposed generous tax cuts, global markets witnessed extreme price volatility that unsettled commodity producers and traders. BNP Paribas’ … More Commodities Endgame? BNP Paribas’ retreat