Natural Resources >> Analyst Interviews >> April 1, 2013

Steel Overcapacity in Asia Challenges Domestic Pricing Power

Arun Viswanathan is a Senior Equity Analyst at Longbow Research with coverage responsibility for the metals and mining sectors. Prior to joining Longbow Research in 2012, he was the Senior Analyst for metals and mining at Susquehanna International Group, LLP. In addition to metals and mining, Mr. Viswanathan has covered other basic materials sectors — chemicals, agriculture, paper and packaging — for nine years on II-ranked research teams and on the buy side. Profile
TWST: Can you begin with a brief overview of your coverage universe, including some of the specific names you follow?

Mr. Viswanathan: Our coverage list is split up into a couple