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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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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
216 Views
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bearish
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Thematic (Sector/Industry)
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19 Apr 2016 11:44
Dawn of the Scrap Age: Iron Ore and Met Coal Will Suffer as China's Scrap Supply Rises.
The recent rally in bulk commodity miners will end in tears. Iron ore has risen to $60 per tonne from a bottom of $37 in December, with leveraged...
Morningstar, Inc.
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250 Views
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bullish
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Macroeconomics
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19 Apr 2016 01:03
China - Late 2012-Early 2013 Repeat
Every time the Chinese authorities try to wean the economy off monetary stimulus they are forced back into an ever diminishing cycle. 2015 is no...
Mark Artherton
305 Views
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bearish
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Macroeconomics
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25 Mar 2016 22:33
Large Caps Squeezing SMEs in Early Reading of FY2015 Chinese Working Capital
Ecstrat were amongst the first to highlight the explosive growth of working capital in non-financial companies in China. We monitor over 3,000...
Mark Artherton
199 Views
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bullish
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Thematic (Sector/Industry)
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23 Mar 2016 23:48
Lithium - An Outlier Among Sinking Commodities
Unlike gold and oil, Lithium is not an exchange traded commodity but is nevertheless considered one. From mid 2014, the commodities market has seen...
Ishita Jain
270 Views
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