China 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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