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  • Copper – An oversold market offers a chance to buy - Updated Mon March 17, 2014

    • 3-month LME copper breaks lower on a lack of confidence about China amid talk about financing deals • Market has overreacted to the possible outcome of unwinding, in our view; we do not see it happening • We maintain our full-year price foreca...

  • Copper – Getting used to a slower China - Updated Fri August 2, 2013

    Copper consumers in China maintain low-inventory strategy on bearish price outlook and tight credit • Recent macro policy changes aimed at supporting growth have not boosted consumers’ confidence • We maintain 5% growth forecast for China’s 2013 ...

  • 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 ...

  • 30-Apr-12 – Doctor copper’s troubling diagnosis - Updated Sun April 29, 2012

    THIS REPORT MAY NOT BE DISTRIBUTED INTO INDIA Top 3 key events and data • China – Treat PMI data with caution given slowing growth • South Korea – Weak trade flows and stable inflation expected • Thailand and Indonesia – Muted CPI inflation • M...

  • Copper – Cu at the warehouses - Updated Thu April 26, 2012

    • Copper stocks in China have reached about 1mn tonnes – the highest level ever • Stocks are building along the supply chain, with demand improving only marginally • Avoid being too bearish – we expect a stronger H2 despite near-term headwinds fro...



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In Media

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.