Primer: China Nonferrous Mining (1258 HK) - Aug 2026
China Nonferrous Mining (CNMC) is a leading, vertically integrated copper and cobalt producer with primary operations in Zambia and the...
93 Views
HK Connect SOUTHBOUND Flows (To 12 Apr 2024); Strong Net Buying. New State Council and CSRC Plans
Strong SOUTHBOUND Connect flows continue. Only one net sell day since the end of Chinese New Year. H-shares were flat to up while A-shares were...
684 Views
China Nonferrous Mining (1258 HK): Volatility Increases as Global Index Inclusion Nears
China Nonferrous Mining should be added to a global index in Nov. Shorts have increased a lot recently. The stock has outperformed most peers and...
528 Views
2026 High Conviction Idea: Our Basket of Commodity Equities Will Outperform Broad Equity Indices # 2
Copper trading above $6/lb - a new ALL TIME HIGH. As we wrote here, $5 is the new floor. Spec positioning in futures close to levels signalling...
1.3k Views
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!
853 Views