China stocks to outperform
It’s fair to say that it’s been a difficult 2-3 years for Chinese battery raw materials producers, particularly lithium. They’ve underperformed even US stocks which …
It’s fair to say that it’s been a difficult 2-3 years for Chinese battery raw materials producers, particularly lithium. They’ve underperformed even US stocks which …
We wrote last month about the snap sell off at the start of August. Luckily the markets stepped rather away from that during the rest …
It’s difficult to write about what happened in equity markets in July when one is very aware that what happened at the beginning of August …
Continue reading “Stay defensive: Equity markets have woken up to risks”
We wrote last month that we felt that performance in the sector could get worse, even after a torrid start to the month. And, unfortunately, …
Continue reading “Stay defensive, no reason to get positive”