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Further Analysis & Commentary
China Equity Market 2026: Is Now the Time to Buy?
As China’s mainland equity markets reopened after the Lunar New Year break, investors returned to a markedly different global backdrop.…
Glencore’s Copper Growth Strategy Faces a Reality Check
The discovery of a centuries-old ceramic vessel at Glencore’s El Pachon copper project in Argentina is a reminder that the…
Gold, Data Centres and Energy Storage: The Infrastructure Trade Defining 2026
Gold ripping through US$5,000/oz looks like a pure “fear trade” on the surface. But the more interesting angle is what’s…
Bitcoin Outlook 2026: What Investors Need to Know
The clean narrative ("stocks down, crypto down") keeps breaking because crypto is being pulled by three different forces at once:…
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