Zinc Rally – Supply-Led Momentum Near US$3,000/T: Can It Last?
Zinc prices surge due to supply constraints and China stimulus, impacting Hindustan Zinc and Vedanta valuations. Sustainability above US$3,000/t...
325 Views
Lygend Resources & Technology Pre-IPO - Resting Its Hopes and Dreams on a JV with a Singular Partner
Lygend Resources & Technology (LR HK) is looking to raise about US$800m in its Hong Kong IPO. Lygend is a nickel trading and production firm.
564 Views
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...
4.4k Views
Steel in China- No Government Capacity Shutdown
This is a big topic that I find myself addressing to investors each quarter for the past 10 years as a steel analyst from where I live in Beijing,...
5.2k Views
Land Sales Growth In China Remains Low Despite Strong House Price Growth (Jan-Sep)
Despite strong increases in house prices, the land sales growth in China looks relatively low in the latest January-September data.The land sales...
344 Views