China Steel Spreads Stay High Amidst Wild Ride for Iron and Coal
Chinese iron ore and coking coal futures have been on a wild ride recently. Both fell by over 20% from late August to early October but have since...
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The Week That Was in Greater China@ Smartkarma: We like Angang, Magang, Baozun; CEG, Jianpu for IPO
China's Singles Day reaped a record-breakingĀ USD 25.3bn for Alibaba, double of 2016 Black Friday and Cyber Monday sales combined (Source: CNBC). At...
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Anti-Pollution Measures a Plus for Magang, Angang
This winter environmental protection policies are curbing steel output in 28 of Chinaās most important steel-producing municipalities. Nationwide...
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The Week that Was in Greater China@Smartkarma: Storm, Steel, and Stocks at a Steal
ThisĀ is the 16th issue of 'The Week that Was in Greater China@Smartkarma' which covers the week of August 27 ā Sep 2 and features a selection...
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Beijing Steel Trader Visit - A Lot of Inventory - Bearish on Chinese Steel
We have seen a good ride for the Chinese steel stocks due to the strong real estate market and the economy overall. Steel traders were holding a...
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