Table of contents
Top Equity Ideas
50 JFE
Harunobu Goroh
51 China Zhongwang
Charles Spencer
52 Vedanta
Ephrem Ravi
53 Mechel
Dmitriy Kolomystyn
54 Grupo Mexico
Carlos de Alba
55 Kazakhmys
Ephrem Ravi
Precious Metals
28 Gold
31 Silver
33 Platinum
Bulk Commodities
37 Steel
41 Met Coal
44 Iron Ore
47 Thermal Coal
Base Metals
17 Aluminum & Alumina
20 Copper
23 Nickel
25 Zinc
3 Executive Summary
5 Key Changes
6 Top Picks
7 Economic and Commodities Outlook