Copper Rally to Help Mend H Share Breadth
It is time to look at copper again. Our recent long from 288 was sold at 320 and a well behaved pulled has followed. China A shares have powered...
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Iron Ore, Copper and H Material Fallout
There are some real under currents in terms of price action compared to supply trends in steel, Aluminum and copper in China. Our macro base case...
147 Views
United Co Rusal Placement - Aluminium Price to Remain High Due to China's Supply-Side Reform
Onexim is selling 456m shares of United Co Rusal Plc (486 HK) (Rusal). Post share sale, the shareholder will still hold about 3% of Rusal's total...
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The Week That Was in Greater China @Smartkarma: Recent IPOs, China NEVs, & ZTO's Weird Q2 Numbers
This issue of 'The Week that Was in Greater China@Smartkarma' covers the week of September 23rd through September 30th and features a selection...
175 Views
Chalco Drawn into Materials Pullback
Our call for a copper top at 3.15 has panned out and we take a look at how Aluminum will trade and positioning for Chalco within the mix.This chart...
144 Views