Persistent Weakness in Chinese Real Estate Will Drag Iron Ore Prices Down
Chinese home prices fell fastest in 9.5 years in May. Domestic loan issuances were well below lowered expectations. Inventory remains elevated....
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Harvesting Seasonality in Iron Ore Prices Induced by Weather, Inventory Restocking, and Holidays
Iron ore futures prices exhibit seasonality. Harnessing seasonality using SGX Iron Ore Futures delivers a success rate of 63% (positive P&L in 57...
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EM Watch: Have Copper markets been hit by a bus full of tourists or by the Chinese economy?
Copper markets have been on a tear in recent months and our assessment is that the positive sentiment started when Chinese copper stock data...
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China Watch: No one has noticed that China is exporting INFLATION again..
Welcome to our weekly EM editorial where we shed light on the most important developments in the EM space in the context of the impulses from the...
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Portfolio Watch: No respite for Asian FX.. How to deal with it?
Welcome to our weekly Portfolio Watch!We have had a strong week in our portfolio with a USD-reflationary lean, but we are starting to contemplate...
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