Putting Aussie Earnings Conviction to the Test
Reporting Season Performance. Our recently published Earnings Season Wrap highlighted concerns about the number of downgrades to FY19 earnings...
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Commodity Critic: China’s Power Assertion over Iron Ore Pricing
The Chinese government has recently allowed foreign investors to trade iron ore futures on Dalian Commodity Exchange (DCE) in May 2018 and deployed...
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Commodity Critic: Where Is the Iron Ore Price Heading?
We initiate our coverage of commodity research on Bondcritic and start with iron ore which has drawn investors' attention on its recent soaring...
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Iron Ore Breakout Levels
Breakout points in Iron ore is in focus and a key input in how China trades in Q118. Our base case for China remains bullish but we have seen some...
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Iron Ore, Copper and H Material Fallout
There are some real under currents in terms of price action compared to supply trends in steel, Aluminum and copper in China. Our macro base case...
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