West China Cement - Where Do We Go from Here?
Now that the deal of West China Cement Ltd (2233 HK) (WCC) with Anhui Conch Cement Co Ltd H (914 HK) (Conch) is off, is WCC standalone a good...
796 Views
Silver Is the Latest Chinese Little Short
As we have noted numerous time before, the result of so much money and credit creation is that there is a lot more capital chasing fewer and fewer...
248 Views
Inside China's May 2016 Trade Data
China’s road to recovery does not seem to have gained any real momentum independent of credit fueled stimulus. The trade data of China is uneven...
178 Views
Bad Jobs Report Good For Some EMs, Great For Others
A surprisingly poor employment report in the US became the central focus among investors across the globe on Friday. In May the US added just...
180 Views
The Future of Chinese Steel Prices
Given the recent run up in Chinese steel prices and the stock prices of producers, it is fair to ask is this being driven by increased demand for...
372 Views