Be Aggressive in Q1 2016 and Be Defensive Through Rest of 2016
This is a quick note on macro views in 2016. The analysis is largely based on cycles of industrial production, inventory levels, real estate...
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2016: A Year of Reckoning, But Possibly Not as Painful For The Prepared
I've been on the road meeting clients, ex-clients and friends and will have more to report after the holidays. But wanted to flag some takeaways...
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The Outlook for Copper Prices Is Worse than Most Think
The outlook for copper prices is worse than most think. Battered copper mining stocks may now screen as cheap, but we see further...
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HSI Index Earning Revision (Mar): Oil and Tech
We analyzed HSI's consensus for Mar 2026 and highlighted changes of EPS in ALIBABA, XIAOMI, HSBC, MEITUAN, LI AUTO, CNOOC.
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HK Short Interest Weekly: Zijin Mining, Alibaba, BYD, China Hongqiao, Zhaojin Mining Industry
We analyzed the latest HK SFC report for aggregate short position as of Mar 20th and highlight short interest changes in Zijin Mining (2899 HK),...
324 Views