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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...

  • 17-Mar – FOMC: Jettisoning the thresholds - Updated Sun March 16, 2014

    Top 3 data/events • Metals – Caught between China and Ukraine • Turkey – CBRT expected to leave its policy rate on hold at 10% • Germany – Investor confidence to moderate further in March • Market focus • Fed will likely taper QE by USD 10bn,...

  • Zambia – More regulatory change - Updated Tue March 26, 2013

    • Despite tightening measures, pressure on the currency has persisted • Planned Bank of Zambia Act to allow the central bank to monitor and better regulate current account transactions • Exporters may be required to remit earnings back to Zambia ...

  • 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 ...

  • Zambia – Exploring copper-price vulnerability - Updated Mon October 15, 2012

    • With an order book of USD 11.9bn, Zambia’s maiden USD 750mn eurobond was a resounding success • However, a narrow export base and continued copper dependence are rating negatives • We analyse sensitivity to any sustained fall in copper earnings ...

  • Copper – On neutral ground - Updated Thu July 12, 2012

    • Most in China’s copper business are neutral on the price outlook for H2-2012 • The majority expects China’s H2 copper demand to be soft, at best • 3M LME copper price has bottomed out, but recovery in H2 will be capped by real demand...

  • 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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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.