Copper Market Stress Test: TC/RC Collapse and Its Implications for Miners, Smelters, and Prices
āCopper smelters facing losses lead to cutbacks and shutdowns, risking supply shortage and potential price increase in 2026.
497 Views
Northbound Flows (Apr 12th): Boe Technology, Moutai, China Tourism, Gree Electric Appliances
We analyzed northbound Shanghai/Shenzhen connect flows in the past week and highlight flows for Boe Technology, Moutai, China Tourism, Gree...
469 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
China Housing: Strong Recovery but Debt and Vulnerabilities Rise
In this post, Evidente draws on recent analysis undertaken by the RBA of developments in China's residential property markets.Ā Thanks to a number...
300 Views
Silver Is the Latest Chinese Little Short
As we have noted numerous time before, the result of so much money and credit creation is that there is a lot more capital chasing fewer and fewer...
347 Views