The Asia Mining Club invites you to a cocktail reception, featuring a presentation and Q&A with CLSA’s highly ranked Commodity Strategist, Mr Ian Roper.
Ian is well-known as a long-term iron ore bear. Learn why he continues to believe the iron ore price has further to fall next year, and hear his thoughts on the prospects for Chinese steel demand as Beijing loosens housing policy.
Coal markets appear to have reached a bottom. Ian will share some views on how far prices might recover and what the key levers are.
Nickel is highly topical at the moment, as over-exuberance earlier in the year has turned to dismay, with prices giving back all their gains. However, learn why Ian believes that the story has further to run.
Learn why Ian’s favourite commodity on a 2-5 year view is still copper, and why there will be a number of buying opportunities in the next 6-12 months.
Date - 20 Nov 2014 (Thursday)
Time - 7:00pm - 10:00pm
Venue - Club Lusitano, 27/F, 16 Ice House St.,
Central, Hong Kong
Price - HK$250.00
Dress code - Business Attire
After spending more than ten years in China, Ian recently relocated to Singapore, where he focuses on analysis of the bulk-commodity and base-metal markets. Prior to CLSA, Ian worked at Rio Tinto as head of iron-ore market research for nearly five years, with split responsibilities between Shanghai and Perth. He moved to Shanghai in early 2003 from London, where he worked with CRU to establish Steel Business Briefing’s office and covered the China market.