Caroline Bain

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Last quote by Caroline Bain

China's 'carrot-and-stick' approach to North Korea is well documented. China has also banned imports at times to register its displeasure at North Korea's military aggression, only for trade to quietly resume after a cooling-off period.feedback
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Aug 24 2017 Sanctions
Caroline Bain has been quoted 23 times. The one recent article where Caroline Bain has been quoted is Copper, aluminium slip from multi-year highs on profit-taking. Most recently, Caroline Bain was quoted as having said, “There's a lot of investor optimism at the moment, which in our view will be disappointed. Chinese policy was being tightened during the first half, and we expect it will come through (in weaker data) over the next few months. Some of the exuberance, some of the price rises fuelled by investor buying could be dampened.”.
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Caroline Bain quotes

Mar 09 2017

This does bear out suspicions that there are stockpiles that will come out at the right price.feedback

Feb 20 2017

From a fundamental perspective, it really is supply that's supporting prices, because we're not very clear on demand at the moment given the delays to Chinese data.feedback

Dec 14 2016

Its been getting ahead of itself on optimism over demand, both from China and the U.S. We think there won't be new stimulus in China and over the first quarter the impact of this year's stimulus will fade.feedback

Sep 28 2016

Lead, which had underperformed the other base metals for much of this year, has been catching up in last couple of months ... with contraction in lead mine supply and refined lead.feedback

Aug 30 2016

It's evident that there is no shortage of supply. We have strong production growth and stocks continue to rise which is all negative for prices.feedback

Aug 25 2016

It did feel that the market got ahead of itself looking further ahead than it perhaps needed to.feedback

Mar 15 2016

U.S. rate rises ultimately mean there are fewer concerns about U.S. and global growth, which is a positive for commodities demand. We're fairly confident prices will hold onto recent gains.feedback

Feb 04 2016

We don't think this recent strength in gold is sustainable, this could be a false dawn. We're relatively positive on the end-2016 outlook for gold, but we're not going to say gold is going to strengthen now.feedback

Feb 20 2012

Banning the tiny quantities of exports to the UK and France involves very little risk for Iran – indeed quite the opposite, it catches the headlines and leads to a higher global oil price, which is something Iran is very keen to encourage.feedback

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