Last Week in Event SPACE: Jardine Cycle & Carriage, "Name & Shame", Asia Cement, Northern Minerals
The weekend is here! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed...
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CX Daily: Logistics Is Getting Pricy in China, but Reform Will Be a Long Haul
Logistics / In Depth: Logistics is getting pricy in China, but reform will be a long haul China’s powerful e-commerce economy was built on the...
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Northern Minerals (NMI AU): Chinese Investors Forced To Exit
I don't have a strong conviction either way on Northern Minerals here; but the expulsion of Yuxiao, an agitating presence, removes an overhang....
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Boost Research
New J Hutton – Exploration Report (Weeks Ending 30/08/19)
We examine at what stage the current commodities Supercycle exists Using BoC data, it appears that three of four commodity trends are...
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