Copper Rally to Help Mend H Share Breadth
It is time to look at copper again. Our recent long from 288 was sold at 320 and a well behaved pulled has followed. China A shares have powered...
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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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The Week that Was in Greater China@Smartkarma: Storm, Steel, and Stocks at a Steal
This is the 16th issue of 'The Week that Was in Greater China@Smartkarma' which covers the week of August 27 – Sep 2 and features a selection...
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Jiangxi Copper Profit Jumps as Revenue Underwhelms
First-half results for Jiangxi Copper Co Ltd H (358 HK) came out on Wednesday (August 30). Year-on-year increases of 8.7% and 8.0% in revenue and...
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Jiangxi Copper Versus RIO
In May we issued a bullish call on material stocks, steel and copper and Jiangxi Copper and RIO we part of this basket.Even with a lower...
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