Chinese Miner Joins Vale in Building Second Nickel Refining Plant in Indonesia
Chinese miner Zhejiang Huayou Cobalt has clinched a deal with the Indonesian nickel unit of Brazilian mining giant Vale S.A. to build a second...
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Global Mining Heavyweights See China Propping Up Iron Ore Demand
Global miners see China as a source of stability for future iron ore demand due to increased infrastructure investment this year and the country’s...
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GEM Fund Performance. April Compounds Woes for Active Managers
It has been one of the worst starts to the year for active EM managers in over a decade. We analyze recent performance, attribution and how this...
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EM Fund Positioning: All You Need to Know
In this analysis, we provide a detailed overview of investor positioning among 250 active Global Emerging Market funds with combined AUM of $500bn.
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EM Underweight Hits Record High Among Global Managers
Active Global managers are running record underweights in Emerging Market stocks. The average Emerging Markets allocation sits underweight -4.56%...
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