Another Steel Mill Closed in China? – YES and NO
The last steel mill in Baoding was shut down on August 2017. Bad news is they were able to sell their production capacity we will...
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EM Equity Strategy: Indonesia Perking Up; Overweight BRIC, Tech, and Health Care
Highlighted themes and actionable charts: Reiterating BRIC overweight. This country grouping continues to outperform broad EM, and we believe BRIC...
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Beijing Steel Trader Visit in Jan 2018
Wire rode inventory up and rebar inventory lower than last visit last August 2017. Only one truck we found at the traders showing little...
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China Steel Spreads Stay High Amidst Wild Ride for Iron and Coal
Chinese iron ore and coking coal futures have been on a wild ride recently. Both fell by over 20% from late August to early October but have since...
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The Week That Was in Greater China@ Smartkarma: We like Angang, Magang, Baozun; CEG, Jianpu for IPO
China's Singles Day reaped a record-breaking USD 25.3bn for Alibaba, double of 2016 Black Friday and Cyber Monday sales combined (Source: CNBC). At...
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