• Half Year Report-Construction Machinery Industry Overview - In January-June 2011, China's construction machinery industry accumulatively achieved the total industrial output value of CNY 312.35 billion, ascending by 43.04% YOY, and realized the sales revenue of CNY 306.13 billion, increasing by 40.86% YOY.In 2011 H1, the accumulative... More »
    Sep. 2, 2011
  • Half Year Report-Power Industry Overview - In 2011 H1, the power generation capacity and the power consumption in China both maintained rapid growth; influenced by many factors such as rapid growth in demand, deficient water inflow, tight electricity and coal and thermal power loss, East China, Central China and... More »
    Sep. 2, 2011
  • Half Year Report-Real Estate Industry Overview - In 2011 H1, China's real estate development investment was CNY 2.63 trillion, ascending by 32.90% YOY, in which the residence investment was CNY 1.86 trillion, increasing by 36.10%. China's commercial building sales area was 444.19 million square meters, rising by 12.90%... More »
    Sep. 2, 2011
  • 9-1-2011: Unemployment Claims, ISM
    The labor department revised last week’s unemployment claims number up 4,000.  This week’s number fell 12,000 to 409,000 while the 4-week moving average increased to 410,250.  Weekly unemployment continues to stubbornly stay above the 400,000 threshold.  We will get... More »
    Sep. 2, 2011
  • St George Mining raises A$1.03m for East Laverton project
    Gold and nickel focused St George Mining (ASX: SGQ) has raised $1,036,741 from its non-renounceable rights issue to provide additional funds to fast track exploration at its East Laverton and Pine Creek projects.The rights issue offered 10.5 million shares and up to 15.75 million free attaching... More »
    Sep. 2, 2011
  • Minbos Resources' metallurgical testwork delivers 34% phosphate at Cabinda project
    Minbos Resources (ASX: MNB) holds a significant land holding of 400,000 hectares in the in the Cabinda Province of Angola and Western Democratic Republic of Congo, with a focus on phosphate. Providing a major boost to the potential of the Cabinda project, today the company has announced that... More »
    Sep. 1, 2011
  • How high can the stockmarket rally?
    The remarkable reversal in stock market since August 9 has all the hallmarks of a dead cat bounce. Are the gains sustainable or is the rally just a bear market trap?  If you’re going to pick between the Dow Jones Industrial Average and the S&P500 for the most insightful chart... More »
    Sep. 1, 2011
  • Rare Earth Elements -- A Focus on Chinese Trade Restrictions and the WTO
    As discussed in my previous post, restoring the functionality of free markets is particularly important with respect to the rare earths industry. By subsidizing and disguising their true costs of production and through other means, the Chinese government has enabled Chinese companies to... More »
    Sep. 1, 2011 NEMFF
  • September 1, 2011 - Short Term Update
    Reiterating from yesterday's update: the Dow has rallied to into the target zone. In doing so several (not all) oscillators has become overbought. Whether this means the market will rest and then move higher, or once again starts falling, remains to be seen. I could site evidence for either... More »
    Sep. 1, 2011 SPY, DIA
  • Baru Resources to list on ASX, taps investor demand for Queensland coal “plays”
    Baru Resources (ASX: BAC) holds large scale coal exploration targets and acreage in the under explored but prospective North Western Galilee Basin in Queensland - with the company's short term aim to define a JORC Resource. Significantly, the chairman of Baru Resources is also chairman of... More »
    Sep. 1, 2011