October 6, 2026 09:00 PM GMT Greater China Materials | Asia Pacific 4Q26 Outlook: What To Buy During The Rate Hike Period During the rate hike period we prefer stocks in our Materials coverage with greater earnings visibility and higher dividend yields. We also see attractive entry points in copper and gold stocks following the recent correction. Our preferred stocks: Zijin Mining A&H, CMOC, MMG, Zijin Gold Int'l, China Jushi, Grace Fabric, Huaxin Building Materials A&H, JL Mag, CGN Mining, Kazatomprom. Cop ...

ab 12 October 2026 Global Research China Northern Rare Earth Strong cash generation, but growth constraints Cost leader in global light rare-earth industry We assume coverage of China Northern Rare Earth (CNRE), the world's largest producer of light rare earths by 2025 volume. CNRE's main product is neodymium-praseodymium (NdPr) oxide, a key material for NdFeB, which has wide applications within EVs, wind power and other electric motor systems. We raise our price target to Rmb36.18 but downgrade the stock t ...