INSIGHTS

WEEKLY: China’s Domestic Iron Ore Prices Rebound – Mysteel Global

J.P. Morgan Remains Bullish on China’s Stock Market, Sees Further Rate and RRR Cuts Needed

China’s LNG Imports Drop 20% in Q1, Marking Largest First-Quarter Decline on Record

Global Capital Shows Renewed Interest in Chinese Assets, “A+H” Listings Enter a New Upcycle, Says UBS

China’s NEV Sales Expected to Grow 30% in 2025, With Strong Potential for Hybrid Models, Says Industry Body

Goldman Sachs Raises China Stock Targets Again After Tariff Cuts, Fresh Policy Support

China’s Construction Steel Demand Growth to Slow Further in May – Mysteel Global

Global Institutions Express Optimism Toward China Market – Nomura Upgrades Chinese Equities “Tactical Overweight,” Citi Raises Hang Seng Target

Global Investment Banks Raise China Growth Forecasts Following US-China Trade Talks

Yuan Surges Past 7.19/USD After China-US Tariff Cuts Exceed Expectations, Goldman Sees 7/USD Within 12 Months

WEEKLY SUMMARY: China’s Major Steel Prices Weaken on Thin Sales – Mysteel Global

Cobalt Prices Surge After Congo Export Ban, Geopolitical Tensions Add to Market Uncertainty, Analysts Say

China’s Alumina Prices Slide, Spot Rates Plunge Over 2,000 Yuan/Ton in Single Month

Goldman Sachs Raises 12-Month Target for Chinese Stocks, Sees 15% Upside for CSI 300 Index

China’s Key Economic Indicators Expected to Weaken in Apr as US Reciprocal Tariffs Begin to Bite