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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 ...



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