JL Mag Rare-Earth Secondary Listing: Magnetic Moments
JL Mag Rare-Earth is pre-marketing an H Share listing to raise $500 million. JL Mag Rare-Earth has attractive fundamentals and we believe the...
353 Views
Recent Business Happenings in the Americas that May Be “Below the Radar”
Investors using the Smartkarma (SMARTKARMA SP) platform may find useful the following information that could have been missed on developments in...
535 Views
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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China Housing: Strong Recovery but Debt and Vulnerabilities Rise
In this post, Evidente draws on recent analysis undertaken by the RBA of developments in China's residential property markets. Thanks to a number...
300 Views
Silver Is the Latest Chinese Little Short
As we have noted numerous time before, the result of so much money and credit creation is that there is a lot more capital chasing fewer and fewer...
349 Views