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China Hongqiao (1378 HK)
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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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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
302 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
266 Views
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bullish
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Fosun International
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13 Mar 2016 11:42
Risk on Maturing in March
Our March risk on rally cycle remains intact but maturing with a concentration in our copper/energy theme. Emerging markets are our perform bet...
Thomas Schroeder
212 Views
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bearish
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Thematic (Sector/Industry)
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10 Mar 2016 15:32
What Will China Look Like in 2025?
What will China look like in 2025? This is a follow up to our Outlook for China:10 Predictions for the Next 10 Years presentation, where we present...
Morningstar, Inc.
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211 Views
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bearish
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Thematic (Sector/Industry)
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08 Mar 2016 11:20
Outlook for China:10 Predictions for the Next 10 Years
In this presentation, we present a series of data visualisations to back up 10 bold predictions we expect to play out in China over the next 10...
Morningstar, Inc.
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223 Views
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