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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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bearish
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Thematic (Sector/Industry)
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09 Jun 2016 12:20
Asia - Interest Coverage Data Is Dire for India, and China
We examine interest coverage in the corporate sector for several countries in Asia; given the broad range of interest coverage across Asia by...
Daniel Tabbush
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211 Views
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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
178 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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191 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
189 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
371 Views
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