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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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Macroeconomics
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04 Feb 2016 17:44
Asia Calling: CNY - A Basket Currency, Not a Basket Case
* CNY remains under pressure given the economic slowdown, concerns about debt and capital outflows* China's FX reserves look more than enough, but...
Callum Henderson
214 Views
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bearish
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Macroeconomics
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03 Feb 2016 01:31
'Should You Trust the Bounce? '
After the recent global sell off across risk assets, we ask 'is there value from a tactical allocation perspective? ClearMacro's virtual tactician...
ClearMacro
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220 Views
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bullish
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Thematic (Sector/Industry)
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06 Jan 2016 20:11
What You Might Have Missed but Should Not on China's Supply-Side Reform
We have quite a few market surprises this year, especially from China, not to mention those from Middle East. Here I would like to mention a very...
Hao Wang, CFA
227 Views
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bullish
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Thematic (Sector/Industry)
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06 Jan 2016 01:19
The Sunni-Shia Canard
The Middle East has already hit the headlines in 2016 as the relationship between Saudi Arabia and Iran deteriorated further after the execution of...
Emad Mostaque
264 Views
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bullish
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Thematic (Sector/Industry)
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25 Dec 2015 00:30
Be Aggressive in Q1 2016 and Be Defensive Through Rest of 2016
This is a quick note on macro views in 2016. The analysis is largely based on cycles of industrial production, inventory levels, real estate...
Hao Wang, CFA
210 Views
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