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The Investor's Guide to China podcast: Transition materials
Exploring the critical role of transition materials — such as lithium and cobalt, essential to developing and deploying clean energy technologies.
Chart Room: Why China is all aglitter over gold
China’s onshore gold price premium has expanded, spurring cross-border arbitrage and calling for stronger policy measures to shore up confidence.
Chart Room: EM and commodities have decoupled - but for how long?
The relationship between EMs and commodities has come under pressure. But a closer look at the two asset classes suggests that the old order could be restored.
Fundamentals: What’s next for China’s fully charged electric vehicle battery makers?
China's EV battery makers are facing overcapacity at home and increased competition abroad. But that could be a good thing - for green growth and consumers.
Analyst Survey 2023: Inflation relief in sight
Fidelity International's annual Analyst Survey suggests cost pressures for companies will peak by the end of the first quarter of 2023.
Fundamentals: After a volatile year, how low can commodities go?
Fundamentals: After a volatile year, how low can commodities go?
Mining graduates are a crucial green building block
Winning over graduates and universities is the latest challenge facing miners struggling to deliver the metals needed for the net zero transition.
Chart Room: Supercharged commodities spell a regime change for investing
Demand for real assets neglected in the pandemic could be set to surge as the world shifts to a new, sustainable paradigm, but there will also be more pain
Re-globalisation in the age of Asia's supply chain crunch
Even the best-laid plans across the global manufacturing industry haven’t kept pace with a swiftly evolving siege of pressures on supply chains.
Chart Room: Pole position for China’s electric autos
Despite rising materials costs, supply bottlenecks, and cloudy global macro conditions, China’s electric vehicle sector still looks charged for growth.
Titanium and planes: Ukraine conflict spells new hit for global supply chains
The invasion of Ukraine and lockdowns in Asia signal more disruption for corporate supply chains, just as companies thought they were recovering from Covid-19
Chart Room: Russia’s war in Ukraine is making metals more precious at any price
Russia’s invasion of Ukraine is causing severe disruption to European commodity markets, exacerbating low inventories and threatening outright shortages.
Markets shift as Ukraine consequences spread
While the humanitarian impact of the war in Ukraine grows by the day, the economic effects are also mushrooming
Chart Room: China’s EV industry is charged for growth
The combination of falling battery costs and rising adoption rates means China's EV industry is charged for growth.
Chart Room: An uneven supercycle for commodities?
Most commodity prices have been strong this year, spurring talk of a potential supercycle. But the returns could be more dispersed from here.
Chart Room: EM outperformance could be sustained, if commodities are a guide
This week’s Chart Room shows the historical correlation of EM equities with commodities, which suggests that the breakout could be sustained.
Using gold to hedge an extreme world
Gold can act as a useful hedge against future financial distress and potential selloffs in risk assets
Seeing red: How long can the iron ore rally last?
Seeing red: How long can the iron ore rally last?
Oil prices: What's the story?
Oil has plummeted since early October. Political manoeuvring and technical selling are exacerbating the decline, and the sell-off is likely to be overdone.
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