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  1. MEDA: Interim Report, January-June 2014

    MEDA: Interim Report, January-June 2014

  2. Meda to acquire Rottapharm, creating a European specialty pharma leader

    Meda to acquire Rottapharm, creating a European specialty pharma leader

  3. Why Mortgage Rates Will Climb

    We are raising our fair value estimate for Cemex CX to $45 per share from $33 for three reasons. The first is Cemex's attempt to acquire Rinker RIN for $12.8 billion in cash, which we expect to be additive to our valuation. This stems largely from the additional cash flows that we think Cemex can ...

  4. China Weighs Heavily on Basic Materials

    The faltering Chinese real estate market is weighing on globally fungible commodities like iron ore, while improving developed-country construction markets aid regionally priced commodities like cement.

  5. Americas: Regional Economic Review – 4Q 2013

    Recent sell-off provides dozens of buying opportunities.

  6. Risk and Resilience Patterns in Equity Returns

    Cemex targets downstream assets in order to protect and expand its valuable upstream assets.

  7. Commodities 2013 Halftime Report

    It's worthwhile to keep an eye on these Mexican firms.

  8. Reform Momentum in Mexico Could Be Positive for This ETF

    The America Movil overhang is less of an issue now.

  9. Basic Materials: China's Investment-Led Growth Model Has Run Its Course

    We don't see the recent share price declines for metals and mining producers as a buying opportunity on average.

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