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Category: Asia
388 Posts
POSTED ON January 22, 2016 BY James Kwantes

Deep below the surface of Mongolia’s southern Gobi desert, men and machinery are laying the foundation for a mining enterprise that will drive the country’s economy for decades to come. Shaft 2 at Oyu Tolgoi’s underground mine expansion is 1.3 kilometres deep and will provide access to some of the largest stores of copper and… Continue Reading

POSTED ON December 09, 2015 BY James Kwantes

Erdene Resource Development is out with results from 6 of 15 holes recently drilled as part of a maiden 695-metre program at the Bayan Khundii gold discovery in southwest Mongolia, and they look good. The program identified five zones of near-surface high-grade gold mineralization that are open along strike and at depth. Five of the… Continue Reading

POSTED ON December 03, 2015 BY Frank Giustra

It seems our world is as unstable as it has ever been. There are brewing conflicts everywhere, in many cases interconnected and with such a cacophony of players that even seasoned diplomats are confused. To make things worse, we have a non-functioning UN Security Council and a lack of will by the international community to… Continue Reading

POSTED ON November 16, 2015 BY Benjamin Cox

Third in a series on currencies and leverage, by Benjamin Cox China made the right choice to sell a “leveraged growth” story. They ended up with roads, steel mills, bridges, buildings, and ports. Frankly, even with the cost of a debt default or an inflationary period, they will have – on a net basis –… Continue Reading

POSTED ON October 29, 2015 BY CEO.CA on Bay Street

by CEO.CA on Bay St. Legendary investor and author Jim Rogers urged students to scrap career plans for Wall Street or London’s financial district during a Nov. 4, 2010 speech at Oxford University’s Balliol College (one of his alma maters). He recommended studying agriculture and mining instead. “The power is shifting again from the financial… Continue Reading

POSTED ON October 26, 2015 BY Benjamin Cox

China is going to do everything it can to support a five-year price war on iron ore and oil, and they will do so by keeping Fortescue Metals Group Limited (ASX:FMG), Hancock Prospecting and U.S. shale oil producers alive as long as possible. China wins from lower prices, even as the rest of the world… Continue Reading

POSTED ON October 21, 2015 BY Jamie Keech

Almost exactly 2 years ago, CEO.CA correspondent Jamie Keech interviewed Liberal natural resources critic Geoff Regan about the party’s ideas on natural resources development, the environment, First Nations and more. The Liberal party won a majority of seats in Monday’s federal election and while Prime Minister-elect Justin Trudeau will not name a cabinet until Nov.… Continue Reading

POSTED ON September 17, 2015 BY CEO Technician

Via Energy and The Federal Reserve did not hike interest rates today – here are 5 key takeaways from the announcement: The following excerpt from the first paragraph of the Fed statement is a clear signal that China is very much on the Fed’s radar and likely played a significant factor in the decision… Continue Reading

POSTED ON September 14, 2015 BY CEO Technician

Via Energy and If we could only look at one chart it would have to be the following one: US Dollar Index (Weekly)   After peaking in March the US Dollar Index has spent the last 6 months consolidating between roughly 93 on the downside and 98 on the upside. A decisive resolution of… Continue Reading

POSTED ON September 13, 2015 BY CEO Technician

Via Energy and Largely due to China’s one-child policy the world’s largest country and 2nd largest economy is facing the specter of a shrinking labor force beginning in two years and lasting for more than two decades:   This phenomenon along with many other factors has China facing a tremendous challenge in maintaining economic… Continue Reading

POSTED ON August 24, 2015 BY CEO Technician

Via Energy and We haven’t seen anything like this in a long time, and perhaps that’s exactly why we are experiencing such a sharp and vicious sell-off across global equity markets. Not even during the 2008-2009 Global Financial Crisis did we see the S&P futures reach limit down before the cash market open, this… Continue Reading

POSTED ON July 13, 2015 BY CEO Technician

Via Energy and Last week we highlighted the 3200-3400 area in the Shanghai Composite as a likely support zone from which a dead-cat bounce could begin and that is exactly what has transpired over the last few days:   The rebound has been fairly aggressive (20% in 3 trading sessions) and the target area… Continue Reading

POSTED ON July 08, 2015 BY CEO Technician

Via Energy and The recent parabolic leveraged speculative rise and fall of the Shanghai Composite is reminiscent of silver’s epic rise and crash during 2011, have a look:  Silver (2010-2011)        Shanghai Composite (2014-2015)   While the chart structures are slightly different (silver rose 50% in barely 6 weeks while Shanghai took… Continue Reading

POSTED ON July 07, 2015 BY CEO Technician

Via Energy and After a margin debt fueled parabolic ascent, China’s Shanghai Composite has been in virtual free-fall for the last month. Bloomberg put together an interesting chart which effectively illustrates the timeline of events which led to where we are at now:   Judging by media coverage and social media message volume we… Continue Reading

POSTED ON April 20, 2015 BY CEO Technician

Via Energy and I came across two powerful China charts from J.P.Morgan this weekend:   During the last decade the correlation between Chinese monetary conditions/nominal GDP growth and commodities is almost uncanny; the CRB bottomed at the exact month that China monetary conditions bottomed in early 2009 and began rolling over again in 2011 just… Continue Reading

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