Primer: Aluminum Corporation Of China (2600 HK) - Sep 2025
Industry Leader with Strong State Backing: As one of the world's largest aluminum producers, Chalco benefits from significant vertical...
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Primer: Aluminum of China (601600 CH) - Sep 2025
Dominant Market Position: As the world's largest producer of alumina and primary aluminum, Chalco benefits from significant economies of scale...
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2026 High Conviction Idea: Our Basket of Commodity Equities Will Outperform Broad Equity Indices
Why a basket of commodity producers provide a good risk reward for any portfolio looking to get a real return. Underowned and unloved!
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Citic Resource Holdings (1205.HK) - A Play on Oil and Coal Demand
A HK commodity stock with earnings expected to improve over the next few years - also tied to India's industrial growth.
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Hong Kong Connect Flows (November): Alibaba, Xiaomi
We estimate inflows into Hong Kong stocks via Southbound connect scheme amount to USD 17.7 bn in November. Inflows were led by Alibaba, Xiaomi,...
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