The Week that Was in Greater China @Smartkarma: Party Congress, Education IPOs, BABA-AMZN Logistics
ThisĀ issue of 'The Week that Was in Greater China@Smartkarma' covers the week of October 16th through October 23rd and features a selection ofĀ the...
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Future of Cobalt Vis-A-Vis EVs
As per the Financial Times ("FT") article dated 24th Feb 2017, electric vehicle ("EVs") manufacturers and battery producers have been scrambling to...
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Market Is Wrong on US Tariffs for Chinese Steel
The market is expecting US tariffs on Chinese steel exports wrongly believing Chinese are major steel Ā exporters to the US.Steel exports to US...
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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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Land Sales Growth In China Remains Low Despite Strong House Price Growth (Jan-Sep)
Despite strong increases in house prices, the land sales growth in China looks relatively low in the latest January-September data.The land sales...
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