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...
259 Views
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...
177 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...
152 Views
EM Is Cementing Its Leadership Status; Buy Miners
• Pullback opportunities are prevalent in Europe and Japan. Both markets are testing key support levels,presenting attractive entry points. We see...
324 Views
Global Equity Strategy: Overweight EM, Pullback Opportunities in Europe, Japan Poised to Breakout
In the attached strategy document we expand upon themes and opportunities in materials, technology and financials as well as an overview of...
221 Views