Chinese Steel Maker Sell-Off an Overreaction
Maanshan Iron & Steel H (323 HK) and Angang Steel Co Ltd (H) (347 HK) were down 4.8% and 2.4%, respectively, last Friday (March 2), following...
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Iron Ore Breakout Levels
Breakout points in Iron ore is in focus and a key input in how China trades in Q118. Our base case for China remains bullish but we have seen some...
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The Week That Was in Greater China@ Smartkarma: We like Angang, Magang, Baozun; CEG, Jianpu for IPO
China's Singles Day reaped a record-breaking USD 25.3bn for Alibaba, double of 2016 Black Friday and Cyber Monday sales combined (Source: CNBC). At...
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Iron Ore, Copper and H Material Fallout
There are some real under currents in terms of price action compared to supply trends in steel, Aluminum and copper in China. Our macro base case...
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Future of Cobalt Vis-A-Vis EVs
As per the Financial Times ("FT") article dated 24th Feb 2017, electric vehicle ("EVs") manufacturers and battery producers have been scrambling to...
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