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...
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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...
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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...
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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...
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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...
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