Primer: China Northern Rare Earth Group High-Tech (600111 CH) - Aug 2026
As the world's largest rare earth producer, China Northern Rare Earth Group is strategically positioned to capitalize on the surging global...
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KTX Tactical DR Picks - July 14, 2026 (Eng.)
We recommend cutting loss on CNRE80, with a holding-period return of -17.2%, after it breached our predetermined stop-loss level. We also...
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SSE50 Index Rebalance Preview: 4 Potential Changes in December
There could be 4 changes for the index in Dec. The index committee has used discretion in the past and that is likely to continue. One-way turnover...
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KTX Tactical DR Picks - July 10, 2026 (Eng.)
There have been no changes to the KTX Tactical DR Portfolio today. Our KTX Tactical DR Portfolio delivered an average return of +1.87%, driven by...
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Rare Earths: China Still Scales Faster Than the West Can Rebuild
China still controls rare earth refining, quotas and magnets, allowing it to stabilise supply faster than the West can rebuild independent capacity.
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