Pullback Opportunities in Global Metals & Mining Stocks
Global mining stocks offer an attractive, mid-cycle pullback opportunity. From steel to copper and aluminum stocks, retracements over the past...
684 Views
EM Outlook: Bullish, Led by BRIC and Asia
Asia and the BRIC segment continue to outperform the broad EM universe. Based on technical breakouts in each of their relative strength trends (vs....
907 Views
Copper Rally to Help Mend H Share Breadth
It is time to look at copper again. Our recent long from 288 was sold at 320 and a well behaved pulled has followed. China A shares have powered...
319 Views
Iron Ore, Copper and H Material Fallout
There are some real under currents in terms of price action compared to supply trends in steel, Aluminum and copper in China. Our macro base case...
356 Views
The Week That Was in Greater China @Smartkarma: Recent IPOs, China NEVs, & ZTO's Weird Q2 Numbers
This issue of 'The Week that Was in Greater China@Smartkarma' covers the week of September 23rd through September 30th and features a selection...
322 Views