Rare Earths 2025: Improving Fundamentals, Limited Valuation Headroom
CNRE shows strong performance but high valuation; Shenghe offers better value with lower multiples; Lynas is more about geopolitical scarcity than...
447 Views
CX Daily: Chinese Renewables Firms Turn to New Markets, Models as Trade Barriers Rise
TOP STORIES Renewables / Analysis: Chinese renewables firms turn to new markets, models as trade barriers rise Faced with increasing tariffs and...
277 Views
Global Metals & Mining Playbook – July 2025
Commodity trends show gold, copper, and uranium surging, while iron ore and coal struggle. Top picks include Zijin Mining Group, Shandong Gold...
435 Views
China & HK Strategy: Rare Earths - What and How?
US-China trade negotiation is heavily influenced by rare earths, with China processing 90% of the global supply and the US relying on China for...
476 Views
MV Global Rare Earth/Strategic Metals Index Rebalance: Multiple Flows for the Adds
There are 2 adds in Sep. The constituent, float, capping changes result in an estimated one-way turnover of 7.7% and in a round-trip trade of...
148 Views