One Belt One Road - Three Years On
In 2013, Xi Jinping launched the One Belt One Road (OBOR) initiative. The aim of the initiative was to connect major Eurasian economies through...
221 Views
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...
256 Views
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...
305 Views
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...
272 Views
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...
213 Views