The Week That Was in Greater China@ Smartkarma: We like Angang, Magang, Baozun; CEG, Jianpu for IPO
China's Singles Day reaped a record-breaking USD 25.3bn for Alibaba, double of 2016 Black Friday and Cyber Monday sales combined (Source: CNBC). At...
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Maanshan Iron Nearing Buy Support
Maanshan Iron has been part of our call in our short materials theme in Hong Kong along with Jiangxi Copper and Chalco. This sector has played a...
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Anti-Pollution Measures a Plus for Magang, Angang
This winter environmental protection policies are curbing steel output in 28 of China’s most important steel-producing municipalities. Nationwide...
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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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Beijing Steel Trader Visit - A Lot of Inventory - Bearish on Chinese Steel
We have seen a good ride for the Chinese steel stocks due to the strong real estate market and the economy overall. Steel traders were holding a...
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