2016: A Year of Reckoning, But Possibly Not as Painful For The Prepared
I've been on the road meeting clients, ex-clients and friends and will have more to report after the holidays. But wanted to flag some takeaways...
224 Views
The Outlook for Copper Prices Is Worse than Most Think
The outlook for copper prices is worse than most think. Battered copper mining stocks may now screen as cheap, but we see further...
249 Views
Northbound Flows (Sep 8th): BYD, Longi Green
We analyzed the Shanghai/Shenzhen Connect Scheme for last week and highlight flows for BYD, Longi Green, ZTE, Zhongji Innolight.
397 Views
E&P Financial Health: Better Than You Think. Liquidity Reserves Will See Most Firms Through Downturn
The precipitous slide in oil prices since fall 2014 has eroded the financial health of most exploration and production, or E&P, firms. Natural...
621 Views
CHINA SOE REFORM: Detailed plan due in the next 3 weeks. Potential implications
There is a growing expectation that mergers involving huge state-owned conglomerates could be part of China's soon-to-be-announced reforms of...
269 Views