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Gem Co Ltd A (002340 CH)
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25
Analysis
Materials
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China
GEM Co., Ltd. collects and recycles cobalt and nickel scraps into ultra-fine coba lt and nickel powder and other products.
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bearish
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Thematic (Sector/Industry)
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15 Nov 2016 14:41
Steel in China- No Government Capacity Shutdown
This is a big topic that I find myself addressing to investors each quarter for the past 10 years as a steel analyst from where I live in Beijing,...
Scott Laprise/ 乐天虎
5.1k 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
253 Views
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bearish
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Thematic (Sector/Industry)
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19 Apr 2016 11:44
Dawn of the Scrap Age: Iron Ore and Met Coal Will Suffer as China's Scrap Supply Rises.
The recent rally in bulk commodity miners will end in tears. Iron ore has risen to $60 per tonne from a bottom of $37 in December, with leveraged...
Morningstar, Inc.
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258 Views
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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
305 Views
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