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 exporters to the US.Steel exports to US...
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Global Cement Outlook: Geographic Mix Makes Cemex Our Top Pick
Global GDP growth prospects have faded in the past several years, weakening the overall outlook for highly cyclical cement demand and resulting in...
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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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Silk Roads Part I: Background
Most investors probably agree that it would be foolhardy to ignore China's strategic policy-driven investment, behind which sits a wealth of...
422 Views