Primer: United Co Rusal (486 HK) - Aug 2026
United Co Rusal is one of the world's largest primary aluminium producers, with a significant portion of its production powered by clean,...
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Aluminium: Output Holds Despite Rising Carbon Costs
Aluminium prices are rising, but carbon is not the constraint, tightness comes from disruption and regional availability rather than supply exit.
178 Views
Trump's Executive Order on Chinese Military Companies
The White House announced an Executive Order prohibiting "US persons" from "providing capital" to a list of "China Military Cos" which has been...
873 Views
Screening the Silkroad: Small-Mid Cap High-Risk Names to Avoid: Q2 2019
The risk remains apparent - but list reduced in number over Q2 Q1-2019 Small-Mid Cap High-Risk list of stocks ( Screening the Silkroad: Small-Mid...
679 Views
Monthly Geopolitical Comment: Too Early to Expect Lasting Improvements in US-China Relationship
In our base case, we do not expect the trade war between the US and China to end soon. The next bilateral meeting between Liu He and US Trade...
649 Views