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...
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West China Cement - Asset Injection Leading to a Mandatory Cash Offer
Conch ("914 HK") and West China Cement ("2233 HK") has jointly announced a major and connected transaction of West China Cement. Essential, there...
380 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...
628 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...
282 Views
CHINA ECONOMY: Thoughts and implications post the rate cut
The PBOC announced on Saturday that it will cut the benchmark deposit and loan interest rates by 0.25 basis point starting March 1. We have been...
270 Views