Macro Overview #2: A Review of Recent Events Impacting Our Investment Themes.
Is China going to embark on QE? Exchanges raise margin requirements to slow gold's ascent. US and Japanese stock markets look increasingly at risk
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Luk Fook 590.HK – Losing Its Shine?
Despite temporary hiccups, the company is geared to the rising trends of rising gold prices and demand by Chinese consumers. Sales are at a pre...
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Japan Post Holdings Update (6178.JP)- Catalysts to Be Delivered
Postage price hike approved swinging postal division to profit from loss. Cancellation of shares and announcement of the next management plan in...
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Macro Overview: A Review of Recent Events Impacting Our Investment Themes
Weekly Macro Review -Federal Reserve rules out early rate cuts, Russia/Ukraine conflict impacts oil prices, China's Q1 GDP exceeds expectations.
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Mmg Limited 1208.HK - It's Got It All - Copper, EV's, and AI!
A low-cost producer of copper and zinc poised for earnings growth with recent mine acquisitions and increased production, as the copper supply...
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