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Shaanxi Coal Industry (601225 CH)
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Analysis
Energy
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China
Shaanxi Coal Industry Company Limited produces, sells and transports coal. The Company offers coal used by the power, chemical, and metallurgical industries.
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bullish
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Thematic (Sector/Industry)
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23 May 2016 08:59
Global Macro Take: WK 21 – The Fed To Hike Over The Next 3 Meetings [Jun 15, Jul 27, Sep 21]
Probably the next most important thing is actually not the Brexit, but the next few Fed hikes Whilst Jun is live, I think Jul or Sep are more...
Kay Van-Petersen
188 Views
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bearish
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Thematic (Sector/Industry)
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16 May 2016 23:17
Be Prepared for a Stronger Dollar in 2nd Half
This is a quick update from my start-of-the year call for a weaker dollar and rally in commodities in Q1 and a bit of extension but reversal in Q2....
Hao Wang, CFA
189 Views
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bullish
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Thematic (Sector/Industry)
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16 May 2016 10:56
Global Macro Take: WK 20 – The US Dollar Just Won't Die
Key close on DXY above 94.50 on a Friday, liquidating my thesis on a tactical USD liquidation phase. Seems like we’ve now had a very sharp...
Kay Van-Petersen
184 Views
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bearish
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Thematic (Sector/Industry)
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09 May 2016 21:17
New Saudi Oil Minister, Old Saudi Oil Policy
This weekend saw the retirement of long-serving Saudi oil minister Ali al-Naimi and his replacement by the Chairman of Aramco, Khalid al-Falih.At...
Emad Mostaque
383 Views
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bearish
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Thematic (Sector/Industry)
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27 Apr 2016 02:15
Saudi: A New Hope?
It has been an interesting few weeks for observers of Saudi Arabia as Doha oil freeze talks failed, concerns re-emerged over the stability of the...
Emad Mostaque
230 Views
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