NTree International

ETF and ETC Distribution and Structuring. Arrange the Elementum Metals Securities programme on critical minerals.
Sophisticated Investors Only ¦ Capital at Risk

[NTree International @NTree_UK]

#Copper Above $10,000 as Supply Worries Counter Faltering Demand https://t.co/mDMiBKHaQa via @markets

[NTree Commodities @NT_Commodities]

#Inflation continues to dominate as a primary concern and as a natural consequence, investors are seeking ways to protect against it.

Sign up to our latest webinar with @GOLDCOUNCIL to discuss the benefits of including #gold in your portfolio.

Link:
https://t.co/3LhZDWq4zV

[NTree Commodities @NT_Commodities]

Nickel: The New King of Metals

Demand for nickel from the EV battery sector has given the metal a new strategic significance.

The nickel market is marginally in surplus and continued demand growth from the EV sector is expected to keep supplies under pressure.

#EVs #Investing

[Rayliant @rayliant]

Our CIO @hsu_jason has spent the last 3 months in China and met with regulators, academics, party members, investors, and investment industry leaders. Join Jason and @Craig_Columbus on Wed to hear their latest learnings on #investing in #China. #webinar https://t.co/8mabdou9Hd

[NTree International @NTree_UK]

ICYMI RT @rayliant @hsu_jason spells out the reasons for #Evergrande's woes, boiling down to "a controlled and targeted #liquidity crisis engineered on purpose by Beijing to change behavior."
#china #markets #chinaproperty #developers

[Rayliant @rayliant]

Headlines in the west have been implying #Evergrande’s predicted collapse could cripple Chinese banks and create a run on financial institutions. Our CIO @hsu_jason explains why differences in #China's real estate dev financing make this very unlikely. https://t.co/K2Z6nMfsiN

[NTree International @NTree_UK]

China's factory inflation hits 13-year high as materials costs soar #inflation #economy #gold https://t.co/U33Fui0gTT

[NTree International @NTree_UK]

@Rayliant More observations from @hsu_jason on #China "I mostly see China trying to be more like the West. China has travelled a similar path of economic development as other developed economies." #economy #policy

[Rayliant @rayliant]

@hsu_jason explains how China's recent policy decisions do not signal the end of capitalism, but rather moves towards emulating labor policy, taxes, and social welfare that are already common in most Western countries. #china #economy #policy #esg https://t.co/LtxhBEDgAo

[NTree International @NTree_UK]

RT @ING_Economics PMI data from a number of countries "We expect a pickup in China’s Caixin PMI manufacturing to 51.5 (vs 51.0 consensus) as semiconductor chip production offsets slower output from the automobile sector."
#PMIs #Asia #China #centralbanks #economics

[ING Economics @ING_Economics]

Next week the focus shifts back to the manufacturing sector, trade data and three central bank policy meetings, which will most likely be uneventful
https://t.co/yOJ4D4J1jU

[NTree International @NTree_UK]

Analysis: Tesla hikes electric car prices in U.S.; holds line in #China
#EV $TSLA
https://t.co/uVKSnEw4lZ

[NTree International @NTree_UK]

RT @rayliant @hsu_jason writes "Chinese regulators are generally not anti-market, anti-capitalism, anti-success, or anti-business" and in essence they have similar concerns to regulators in US and Europe...
#China #equities #markets #variableinterestentity #VIE

[Rayliant @rayliant]

More #chinainsights from our CIO @hsu_jason. This article explains why ADRs and VIEs present an especially complicated issue for regulators in #China. #investing #chinatech #chinabusiness https://t.co/pz4aA9wc0R

[NTree International @NTree_UK]

RT @bopinion insights from @johnauthers
#China #inflation #producerprices #commodities #forex $CNY

[Bloomberg Opinion @opinion]

China might effectively be exporting inflation to the U.S. https://t.co/79sUInyT3O

[NTree International @NTree_UK]

RT @rayliant a 'must read' for any foreign investor in Chinese #equities wherever their listing and a reminder that "Chinese firms listed in the U.S. because they could not receive approval for listing back home"
#China #investing #chinaipos

[Rayliant @rayliant]

"It may appear that China is targeting the firms who have chosen to list in the US, but this is far from the truth. At least that’s not *WHY* they are being targeted."-@hsu_jason w/@Convertbond & @BearTrapsReport #china #investing #chinaipos #investchina
https://t.co/9B1ypTl8US

[NTree International @NTree_UK]

RT @economics "Traders have two takeaways from the State Council’s statement late Wednesday: China’s #economy will slow, and the central bank will loosen policy in the second half."
#China #investing #equities #assetallocation #centralbanks

[Bloomberg Economics @economics]

China signals it may soon unleash more support for the economy, an unexpected shift in tone that suggests the world’s fastest pandemic recovery may be weaker than it appears https://t.co/CBA4pVJavc

[NTree International @NTree_UK]

RT @metaldotdigital @proactive_UK "a poll of 150 European pension funds found that 55% expect the price of #palladium to reach between US$2,801 and US$3,000 per oz in the third quarter of 2021, with another 18% expecting the price to rise to a range of US$3,000-3,200." #metals

[Proactive @proactive_x]

$NTR Palladium price expected to rise further, survey finds https://t.co/ljgtfGCvlw @MetaldotDigital #NTR #Katie_Proactive

[NTree International @NTree_UK]

Virtual event - #Copper and #Nickel: Journey to a #CleanEnergy Economy - Speakers from Nornickel, Trafigura and Traxys
For professional investors only
Please [email protected] to register
#metals #EV #renewables #electrification #decarbonisation

[NTree International @NTree_UK]

ICYMI - Basel III and the #Gold Market - "the Net Stable Funding Requirement requires 85% of required stable funding. This is punitive and does not acknowledge the highly liquid nature of gold, and the way gold is often transacted as a currency."
#basel3
https://t.co/wIWzaAKwKh

[NTree International @NTree_UK]

Beyond the Frontier: Quantamental Emerging Markets Join us for a discussion with Phillip Wool, Managing Director @rayliant on @BrightTALK at 5pm (BST) on 30 June. For professional investors only
https://t.co/34HF5vEUpv
#investing #emergingmarkets #equities

[NTree International @NTree_UK]

RT @metaldotdigital @JumanaSaleheen from @CRUGROUP a perspective on current strength in #commodity prices.
#metals #copper #energytransition

[NTree International @NTree_UK]

RT @rayliant "Just as the California gold rush brought an influx of miners seeking their fortune, Chinese companies listing in the U.S. hope to strike it rich before the bonanza ends." Caveat emptor
#equities #markets #investing #ipos

[Rayliant @rayliant]

Chinese companies listed in the U.S. aren't necessarily the top-performing companies in China. They are often Chinese companies taking advantage of lofty U.S. valuations and an easier listing process compared to China. #ipos https://t.co/VuMGGcokRl

[NTree International @NTree_UK]

RT @rayliant highlights one reason why Chinese firms choose a U.S. listing...
#ipo #equities #investing

[Rayliant @rayliant]

U.S. listing standards are less rigorous than those in China. Low quality firms who do not qualify for China listing—or who want to avoid China's valuation caps—are likely to list in the U.S. in ever-greater numbers https://t.co/5Nj4Kbvs7C #ipo