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Tianqi Lithium (002466 CH)
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China
Sichuan Tianqi Lithium Industries, Inc. develops, manufactures and sells lithium products. The Company's products include industrial lithium carbonate, battery lithium carbonate, lithium chloride, and lithium hydroxide.
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bullish
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Toyota Motor
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28 Mar 2018 10:46
Toyota: Revenge of the Hybrids
As the focus on EVs continues to intensify, we examine the growing penetration of the now-overlooked, humble hybrid. With its flagship bearer, the...
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352 Views
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bearish
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Thematic (Sector/Industry)
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15 Nov 2016 14:41
Steel in China- No Government Capacity Shutdown
This is a big topic that I find myself addressing to investors each quarter for the past 10 years as a steel analyst from where I live in Beijing,...
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Thematic (Sector/Industry)
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08 Aug 2016 20:18
China Housing: Strong Recovery but Debt and Vulnerabilities Rise
In this post, Evidente draws on recent analysis undertaken by the RBA of developments in China's residential property markets. Thanks to a number...
Sam Ferraro
211 Views
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bearish
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Macroeconomics
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07 Jul 2016 13:02
Silver Is the Latest Chinese Little Short
As we have noted numerous time before, the result of so much money and credit creation is that there is a lot more capital chasing fewer and fewer...
Christopher Balding
246 Views
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bearish
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Thematic (Sector/Industry)
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19 Apr 2016 11:44
Dawn of the Scrap Age: Iron Ore and Met Coal Will Suffer as China's Scrap Supply Rises.
The recent rally in bulk commodity miners will end in tears. Iron ore has risen to $60 per tonne from a bottom of $37 in December, with leveraged...
Morningstar, Inc.
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250 Views
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