Caution Warranted; ACWI-US At $93 Resistance; Buys in Communications, Staples, Materials, Financials
With the MSCI $ACWI approaching the top-end of our expected 2023 trading range at $93, we see limited upside from here and believe caution is...
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Fenix Resources (FEX AU): Exciting Value-Adding Catalyst Can Triple Production Again
We summarize the "game-changing" developments/concall gleanings in Fenix Resources (FEX AU), which have seen its reserves increase by 9x and the...
660 Views
Primer: Baoshan Iron & Steel Co A (600019 CH) - Sep 2025
Market Leader Facing Headwinds: Baoshan Iron & Steel (Baosteel) is the listed flagship of the world's largest steel producer, China Baowu...
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State-Owned Companies Buy Back Shares to Boost Investor Confidence
About 50 Chinese state-owned companies are trying to bolster investor confidence by rolling out share buybacks or plans by big stockholders to...
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Property+ Weekly: Weak Construction Resumption Rate Dragged by Property
According to 100NJZ’s channel check among 12220 projects, the work resumption rate was only 11% on the 10th day of CNY vs. 17% in 2022.
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