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23.10.26 - 21:57
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Rare Earth Stocks Hit 52-Week Low As William Blair Says China Supply Optimism Is "Incorrect" (ZeroHedge)
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Rare Earth Stocks Hit 52-Week Low As William Blair Says China Supply Optimism Is "Incorrect"
Our "Great Rare Earth Disconnect" note earlier this week highlighted the widening gap between elevated rare earth prices and tumbling junior miners and producers. William Blair rare-earths analyst Neal Dingmann has also weighed in on the forces driving the selloff.
"Revived rate-hike fears, hot CPI, and other macro concerns along with rare earth headline and company-specific concerns have notably hurt the largely high-beta rare earth group in recent weeks," Dingmann wrote.
The VanEck Rare Earth and Strategic Metals ETF (REMX) has lost more than half its value since peaking in May, even as commodity prices remain strong and demand for conflict-free Chinese supplies continues. That divergence raises one key question: how much of the selloff reflects deteriorating fundamentals, and how much reflects misplaced expectations of easing supply constraints?
Dingmann wrote that i...
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23.10.26 - 11:12
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China party meeting, stocks slump, HSBC leads earnings (SCMP)
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A key Communist Party meeting next week in Beijing is likely to be dominated by two themes – the renewal of President Xi Jinping's long-standing anti-corruption drive and the hunt for clues about a looming leadership reshuffle.
“Major issues related to advancing full and rigorous party self-governance” will top the agenda at the fifth plenum of the party's Central Committee, which runs from Monday to Wednesday. Plenums, which usually take place once a year, draw about 300 delegates and......
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23.10.26 - 09:21
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Aktien Asien: Stabilisierung im Verlauf (DPA-AFX)
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SEOUL/TOKIO/HONGKONG/SHANGHAI (dpa-AFX) - Die wichtigsten asiatischen Aktienmärkte haben sich am Freitag solide entwickelt. Sie erholten sich von anfänglichen Verlusten im Handelsverlauf.Die inflationären Risiken durch die hohen Energiepreise ......
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22.10.26 - 09:24
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China Stocks Drop Most Since Liberation Day (Bloomberg)
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“Bloomberg: The China Show” is your definitive source for news and analysis on the world's second-biggest economy. From politics and policy to tech and trends, Yvonne Man and David Ingles give global investors unique insight, delivering in-depth discussions with the newsmakers who matter. (Source: Bloomberg)...
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22.10.26 - 03:30
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Rebound Expected For China Stock Market (AFX)
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BEIJING (dpa-AFX) - The China stock market on Wednesday snapped the three-day winning streak in which it had gathered almost 30 points or 0.8 percent. The Shanghai Composite Index now sits just ab......
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22.10.26 - 03:00
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China′s stabilisation pledge did not lift stocks. Why are investors praising it? (SCMP)
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A slew of market-stabilising measures unveiled by the head of China's securities regulator this week has won praise from investors, despite the fact that mainland stock prices did not roar back over the following days.
The focus on supporting stocks and investor confidence over the long term, rather than deploying contingency actions to deal with short-term market turmoil, signalled a much-needed shift in Beijing's strategy, industry players said.
Wu Qing, chairman of the China Securities......
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