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China Hongqiao (1378 HK)
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305
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Materials
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China
China Hongqiao Group Ltd. manufactures aluminum products. The Company's aluminum products consist of molten aluminum alloy, aluminum alloy ingots and aluminum busbars.
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bearish
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Thematic (Sector/Industry)
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08 Aug 2016 20:18
China Housing: Strong Recovery but Debt and Vulnerabilities Rise
In this post, Evidente draws on recent analysis undertaken by the RBA of developments in China's residential property markets. Thanks to a number...
Sam Ferraro
210 Views
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bearish
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Thematic (Sector/Industry)
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01 Aug 2016 10:05
Avoid the Steel Trap: Fundamentals Indicate Trouble Ahead
With U.S. steelmaker stocks having rallied sharply after a painful 2015, shares are now pricing in much better times ahead. Given the impact of...
Morningstar, Inc.
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305 Views
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bullish
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Thematic (Sector/Industry)
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29 Jul 2016 13:33
Lithium Hydroxide up 38% YTD; FMC Increases Lithium Production
Fmc Corp (FMC US) announced that it will increase lithium production on the back of a long term supplier contract with a major electric...
Ishita Jain
224 Views
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bearish
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Macroeconomics
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07 Jul 2016 13:02
Silver Is the Latest Chinese Little Short
As we have noted numerous time before, the result of so much money and credit creation is that there is a lot more capital chasing fewer and fewer...
Christopher Balding
246 Views
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bearish
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Macroeconomics
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10 Jun 2016 09:12
Inside China's May 2016 Trade Data
China’s road to recovery does not seem to have gained any real momentum independent of credit fueled stimulus. The trade data of China is uneven...
Christopher Balding
176 Views
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