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Aluminum Corporation Of China (2600 HK)
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China
Aluminum Corporation of China Limited, also known as Chalco, is a producer of alumina and primary aluminum in China. The Company refines bauxite into alumina and smelts alumina to produce primary aluminum.
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bullish
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Thematic (Sector/Industry)
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26 Jul 2016 11:34
China Property: What Oversupply? Assessing Inventory Clearing Situation In Major 13 Cities
For all the macroeconomic concerns about the oversupply of housing in China and government’s push for supply-side reforms, the data on 13 major...
Robert Ciemniak
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329 Views
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bearish
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Macroeconomics
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07 Jul 2016 13:02
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...
Christopher Balding
246 Views
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bearish
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Thematic (Sector/Industry)
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28 Jun 2016 10:26
Low Rates for Longer - Asian Banks
Interest rates will remain lower, for longer. For banks with excess liquidity, this means margin pressure. We look at HSBC and STAN where liquidity...
Daniel Tabbush
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169 Views
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bearish
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Thematic (Sector/Industry)
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17 Jun 2016 19:52
US, EU Business Confidence Falls in China
Two recent reports on business confidence from the European Union and the American Chambers of Commerce in China show a marked fall in business...
Bixmoor
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266 Views
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bearish
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Macroeconomics
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10 Jun 2016 09:12
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...
Christopher Balding
176 Views
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