Quiddity Weekly H/A: Spread Monitor & Southbound Flows [Week to 29 Jun 2018]
An H/A Spread Monitor Project offering a brief look at recent changes in H-Share and A-Share spreads, Southbound flow and impact, and where the...
253 Views
MMG as a Call on Copper and Zinc: 1 Million Iterations, 107% Upside
China Minmetals subsidiary Mmg Ltd (1208 HK) is among the most successful Chinese overseas investors. The company’s copper mines in Peru, DR...
162 Views
Int'l Compass: Inflation Trade Is Gathering Steam -- Buy Energy, Miners, Autos; Stay Overweight EM
All regions—both geographic and economic—share a common through-line: bullish technicals. And we expect this trend to continue, an outlook...
245 Views
Global Miners Are Breaking Out -- Buy
A wave of breakouts is visible throughout the global mining industry, where stocks are responding to long-term trend reversals in base metals,...
453 Views
Rising Metal Prices and Debt Obligations of Vedanta to Spur Zinc Mining in India
Rich Zinc Reserves to Buoy Increasing Mine OutputWith about 107 million tonnes of zinc metal reserves, India ranks 6th globally. The country also...
248 Views