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Shaanxi Coal Industry (601225 CH)
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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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Macroeconomics
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14 Apr 2016 07:57
AmpGFX - Calmer USD and JPY, Weaker EUR, More Upside for EM and Commodity Currencies
The recent rising trend in the JPY and falling trend in the USD have had a life of their own this year, unwinding excessive positioning built up...
Greg Gibbs
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188 Views
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bullish
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Macroeconomics
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24 Mar 2016 20:09
Oil After 50%: Where Now for Stocks?
Summary points 1986 remians the best comparable for oil prices now in our opinion. Adjusting the oil price for the action of the dollar improves...
Mark Artherton
237 Views
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bullish
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Macroeconomics
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14 Mar 2016 09:35
AmpGFX - Chinese Macro Data Weak, but Property Indicators Much Stronger
The panic in global markets in the first month of the year has reversed course and there has been almost as much panic to get back into the markets...
Greg Gibbs
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184 Views
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bullish
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Fosun International
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13 Mar 2016 11:42
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...
Thomas Schroeder
213 Views
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bullish
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Macroeconomics
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08 Mar 2016 21:25
Asia Calling: Relative Value in EM - From Short Beta to Smart Alpha
* The multi-year USD rally has been powerful, but in my view will gradually end and reverse this year* Fed tightening is not necessarily...
Callum Henderson
272 Views
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