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Zijin Mining Group Co Ltd H (2899 HK)
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China
Zijin Mining Group Co., Ltd., through its subsidiaries, explores, mines, produces, refines, and sells gold and other mineral resources in China.
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bullish
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Thematic (Sector/Industry)
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07 Jun 2016 01:32
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...
David Riedel
174 Views
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bullish
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Thematic (Sector/Industry)
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06 Jun 2016 19:56
Projecting Residential New Starts in China
China property sector, and within it mainly the residential sector (i.e. new developments), are an important source of demand for commodities. One...
Robert Ciemniak
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190 Views
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bearish
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Thematic (Sector/Industry)
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16 May 2016 23:17
Be Prepared for a Stronger Dollar in 2nd Half
This is a quick update from my start-of-the year call for a weaker dollar and rally in commodities in Q1 and a bit of extension but reversal in Q2....
Hao Wang, CFA
186 Views
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bearish
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Thematic (Sector/Industry)
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27 Apr 2016 11:57
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...
Christopher Balding
368 Views
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bearish
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Thematic (Sector/Industry)
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25 Apr 2016 21:46
One Belt One Road - Three Years On
In 2013, Xi Jinping launched the One Belt One Road (OBOR) initiative. The aim of the initiative was to connect major Eurasian economies through...
Ishita Jain
210 Views
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