Group 1 - The iShares Dow Jones U.S. ETF (IYY) is considered a more diversified investment vehicle compared to the iShares Core S&P 500 ETF (IVV) [1] Group 2 - Vasily Zyryanov focuses on identifying underpriced equities with strong upside potential and overappreciated companies with inflated valuations, particularly in the energy sector [2] - The analysis includes various industries such as mining, chemicals, and luxury goods, emphasizing the importance of Free Cash Flow and Return on Capital for deeper insights [2] - Zyryanov acknowledges that some growth stocks may deserve their premium valuations, highlighting the need for thorough analysis to determine the accuracy of market opinions [2]

Market Overview - A-shares showed mixed performance on February 26, with the Shanghai Composite Index slightly down, the Shenzhen Component Index rebounding, and the ChiNext Index showing weaker performance. The Shanghai and Shenzhen markets had a half-day trading volume of 1.64 trillion yuan, an increase of 117.3 billion yuan compared to the previous trading day [1] Sector Performance - Strong performance was noted in sectors such as computing hardware, power generation, and small metals, with stocks like Shenzhen South Circuit, Dazhu Laser, and Yunnan Zhenye hitting the daily limit. The power sector also saw gains, with Ganneng Co. achieving two consecutive limit-ups [1][2] - Conversely, the lithium battery sector experienced a decline, with Penghui Energy dropping over 9%, and the film and cinema sector faced significant losses, with Bona Film Group experiencing a sharp drop [1][2] Institutional Insights - Citic Securities highlighted a recent export ban on lithium from Zimbabwe, which aims to strengthen mineral regulation and promote deep processing. This ban could lead to a significant increase in lithium prices, as Zimbabwe is projected to account for 19% of China's lithium ore imports by 2025 and 12% of global lithium resource output by 2026. Investors are advised to focus on stocks not affected by this export policy [3] - Citic Jiantou noted a recent surge in Hong Kong-listed surgical robot companies, driven by positive bidding outcomes. The firm remains optimistic about the surgical robot sector and related investment opportunities. Additionally, the A-share brain-computer interface sector saw significant gains before the Spring Festival, suggesting continued interest in AI healthcare and brain-computer interface themes [3]

据USGS，2025年津巴布韦锂资源产量为2.8万金属吨，约占全球锂资源产量的10%。津巴布韦锂原矿及 锂精矿的出口目的地基本为中国。根据中国海关总署，2025年中国锂矿进口总量为775万吨(折79万吨 LCE)，从津巴布韦进口锂矿120万吨(折15万吨LCE)，占进口总量的19%。根据津巴布韦锂矿企业公告 的扩产计划，我们预计2026年津巴布韦锂矿产量为23.5万吨，约占2026年全球锂资源产量的12%。下游 需求即将进入旺季，根据SMM，中国锂盐库存仍较低，我们预计在津巴布韦锂矿出口禁令解除之前， 中国碳酸锂短期供应紧缺加剧，锂价有望大幅上涨。 据SMM及Mysteel，2月25日，津巴布韦矿业部宣布立即暂停所有原矿及锂精矿出口(含在途货物)，仅持 有采矿权证且拥有经批准的矿产品深加工产能的矿业企业，方可获得矿产出口授权。按照此规定，津巴 布韦硫酸锂出口仍不受影响。津巴布韦矿业部表示，此次政策旨在加强矿产监管与问责，推动矿产品深 加工发展，并将矿产价值最大程度留存于津巴布韦境内。 津巴布韦锂矿出口禁令早有端倪，后续或提高当地锂矿行业集中度 2025年6月10日，津巴布韦矿业部就已宣布从2027年1月起禁止 ...

Global Markets and Safe-Haven Demand - Gold prices stabilized around $5,170 an ounce as geopolitical and trade uncertainties prompted investors to seek safe-haven assets, driven by President Trump's proposal to raise global tariffs to 15% following a Supreme Court ruling limiting his trade powers [2][3] - The U.S. Dollar Index declined, further supporting gold prices, while fresh U.S. sanctions on Iran and military buildups in the Middle East added to market volatility, establishing a strong floor for precious metals [3] Major Corporate M&A: Engie's UK Expansion - Engie (ENGI) announced the acquisition of UK Power Networks for an equity value of £10.5 billion, with an enterprise value of approximately £15.8 billion, marking a strategic shift to enhance long-term earnings visibility [4][5] - The acquisition allows Engie to control a grid network serving 8.5 million customers in London and Southeast England, aligning with the UK's investment in power infrastructure to achieve carbon-neutrality goals [5] Asia-Pacific Market Performance - The S&P/ASX 200 in Australia reached a record high of 9,202.90 points, driven by strong performances from major miners and the "Big Four" banks, reflecting high investor confidence despite global trade tensions [6] - In Japan, the Nikkei Average futures rose 0.92%, influenced by positive global equity sentiment, while the fixed-income market faced pressure as benchmark 10-year JGB futures fell, leading to higher yields [7] Geopolitical Tensions in North Korea - North Korea conducted a large-scale military parade showcasing new AI-based strategic weapons, with leader Kim Jong Un pledging to expand the country's nuclear arsenal in response to perceived external threats [8][9] - Despite the military display, Kim expressed openness to improved relations with the U.S. if significant concessions are made regarding sanctions, although analysts remain skeptical about potential diplomatic breakthroughs [10]

Small Cap Bargains in BrazilIt has been exactly 1 year since I wrote our first bullish piece on Brazil.The thesis is working out well so far.The Brazilian ETF we like (EWZ) is up 54% over the past 12 months.And in January, Brazil got a huge endorsement from hedge fund legend Stanley Druckenmiller. Via Yahoo Finance:Billionaire investor Stanley Druckenmiller’s investment firm built a substantial position in Brazilian stocks just before a major market rally in January.Duquesne Family Office acquired approxima ...

Core Insights - Western Uranium & Vanadium Corp. will present at Red Cloud's Pre-PDAC 2026 Mining Showcase on February 27, 2026, focusing on uranium and vanadium supply amid increasing nuclear energy policies [1][3] - The company will also participate in the PDAC 2026 Convention from March 1–4, 2026, which is a significant event for mining and mineral exploration [4][5] Company Developments - Grant Glasier, Vice President of Marketing, Project Development and Government Affairs, will provide updates on strategic initiatives and project developments during the showcase [3] - Western Uranium & Vanadium Corp. is advancing its uranium and vanadium portfolio, particularly at the Sunday Mine Complex, which is located in the Uravan Mineral Belt [7] Event Details - The Red Cloud Pre-PDAC 2026 Mining Showcase will take place at the Omni King Edward Hotel on February 27, 2026 [6] - The PDAC 2026 Convention will be held at the Metro Toronto Convention Centre South Building from March 1–4, 2026 [6]

USA Rare Earth (NASDAQ: USAR) isn't a name you hear every day. But its product is certainly something you encounter every day. The company manufactures permanent magnets, which are found in dozens of objects -- smartphones, computers, electric vehicle motors, defense systems, and more. They are rarely sourced in the U.S. (most come from China). Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the cr ...

A wave of violence has erupted in Mexico following the killing of the longtime leader of the Jalisco New Generation Cartel (CJNG) on February 22.In a coordinated military raid with the support of U.S. Intelligence, Mexican forces killed Nemesio "El Mencho" Oseguera Cervantes. Within hours, cartel gunmen torched vehicles, erected roadblocks across roughly 20 states, and launched attacks on civilian and security infrastructure.The removal of a cartel boss rarely ends violence in Mexico. It often accelerates i ...

Vancouver, British Columbia--(Newsfile Corp. - February 25, 2026) - World Copper Ltd. (TSXV: WCU) (OTCQB: WCUFF) (FSE: 7LY0) ("World Copper" or the "Company") announces that, further to its news release dated February 3, 2026, the Company has entered into a definitive property option agreement dated February 24, 2026 (the "Property Option Agreement") with the Vendor (as defined below), whereby the Vendor has granted to the Company an exclusive option to acquire a 100% interest (the "Option") in and to the ...

Silver Miner Rio Silver (TSX-V: RYO ) ( OTC: RYOOF) Announces $3.0 Million Non-Brokered Private Placement Led by Eric Sprott (www.investorideas.com Newswire) Investorideas.com , a go to investing platform for mining stocks issues news for silver stock Rio Silver Inc. (TSX-V: RYO | OTC: RYOOF), Rio Silver Inc. (TSX-V: RYO | OTC: RYOOF) is pleased to announce a non-brokered private placement financing for gross proceeds of up to $3,000,000 (the “Offering”). Under the Offering, subject to regulatory a ...