Asia Key Analysis

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Global Commodities Strategy

A decisive push above USD19,000/tonne by nickel prices illustrates renewed impetus for H114 rally and USD22,000/tonne looks attainable in the coming weeks. We continue to forecast weakness in H214 as...

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Infrastructure Stimulus Still Favoured

We believe the latest increase in China's railway investment target indicates that fixed asset investment in infrastructure remains the government's favourite tool in stimulating economic growth....

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Filling Up The Chinese Tank

China looks set to continue attempts to diversify its oil imports, with recent statements by the country's foreign minister highlighting China's rising appetite for Latin American crude. While we...

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Growing Energy Connections With China

We see upside risk to the UAE oil production forecast following the joint venture between ADNOC and CNPC, which will bring fresh investment to the country's upstream. The deal also highlights the...

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