What You Might Have Missed but Should Not on China's Supply-Side Reform
We have quite a few market surprises this year, especially from China, not to mention those from Middle East. Here I would like to mention a very...
375 Views
MV Global Rare Earth/Strategic Metals Index Rebalance: 2 Adds & Other Changes; US$1.1bn Trade
There are 2 adds and 1 listing switch for the REMX in March. Estimated one-way turnover is 13.4% and the round-trip trade is US$1.07bn. There have...
308 Views
ACC, Holcim & Anhui Conch: A Cross-Country Benchmarking Study of Cement Sector Leaders
In preparing this insight, I have tried to compare ACC (as an Indian Cement Sector Proxy) to Holcim and Anhui Conch. I discuss Long Term trends...
519 Views
Jiaxin International Resources Investment IPO Trading - Decent Demand, Despite Lack of Track Record
Jiaxin International Resources Investment Limited(JIRI) raised around US$153m in its Hong Kong IPO. In this note, we talk about the deal dynamics.
424 Views
Jiaxin International Resources Investment IPO - No Track Record, Government Supported
Jiaxin International Resources Investment Limited (JIRI) is looking to raise around US$153m in its upcoming Hong Kong IPO. In this note, we talk...
1.3k Views