Time to Get Defensive on Chinese Cement: Short CNBM/Long Anhui Conch
421 Views08 Jan 2020 19:58
Chinese cement prices look vulnerable to a 1H20 correction of ~10% after jumping ~20% in 2H19 on supply constraints & temporary demand...
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Charles Spencer
Over 25-yrs in Global Materials & Soft Commodities
- Time to Get Defensive on Chinese Cement: Short CNBM/Long Anhui Conch08 Jan 2020
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