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  • 23-Nov-12 – Copper struggles as China builds stock - Updated Thu November 22, 2012

    Top 3 data/events • South Korea – Authorities signal their response to KRW gains • Singapore – Industrial production may rebound • Thailand – Base effects to boost export growth • Market focus • We recommend selling into rallies in copper, as ...



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Global Focus - The world in transition

The world economy is in transition. Global growth rates are picking up, but transition means elevated risks and volatility. In terms of global implications, all eyes will be on the US and China, with the US normalising monetary policy and China rebalancing its economy.