commodities weekly + china

https://investor-circle.credit-suisse.ch/csfs/research/m/s/pdf/area_05/06/10/30/F06103000290.pdf

https://investor-circle.credit-suisse.ch/csfs/research/m/s/pdf/area_01/06/10/27/F06102700072.pdf

see shanghai electric
2727 hk
http://research-and-analytics.csfb.com/secure/control/controlLoop.asp?type=getQckSearchResult&qckSearchKeywords=2727.hk&CSFBDateRange=last6Months&qckSearchType=ticker

china life
2628 hk
chin's renewable energy sector

investors view

http://www.ft.com/cms/s/6b978dd4-644a-11db-ab21-0000779e2340.html

The Short View: On the Fed and oil

Published: October 25 2006 18:13 | Last updated: October 25 2006 22:50

base metals

oil above 61
http://www.ft.com/cms/s/21886a02-64da-11db-90fd-0000779e2340.html
base metals super cycle
http://www.ft.com/cms/s/f2ec0f16-637e-11db-bc82-0000779e2340.html
bhp
http://www.ft.com/cms/s/98999a6c-634f-11db-bc82-0000779e2340.html

http://news.goldseek.com/GoldSeek/1112115842.php
http://www.forbes.com/2004/01/21/cz_ch_0121sf.html

Kazakhmys
http://mwprices.ft.com/custom/ft2-com/html-quotechartnews.asp?FTSite=FTCOM&q=KAZ&searchtype&expanded=&countrycode=uk&s2=uk&symb=KAZ&company=NEW

swiss equities

https://investor-circle.credit-suisse.ch/csfs/research/m/s/pdf/area_05/06/10/24/F06102400085.pdf

relative strength dimisnishing , outperformance markets coming to an end ?

vietnam

http://www.thanhniennews.com/business/?catid=2&newsid=21244

UES / POwer/ Russia/ IPO

http://www.ft.com/cms/s/f2e624c8-5ed0-11db-afac-0000779e2340.html

Investment Strategy + Genzyme

https://investor-circle.credit-suisse.ch/csfs/research/m/s/pdf/area_07/06/10/17/F06101700347.pdf
https://investor-circle.credit-suisse.ch/csfs/research/m/s/pdf/area_01/06/10/18/F06101800126.pdf

SIBACADEMBANK...

We continue to like the Sibacadembank story.  They announced  their
intention to raise $2bn between now and the end of 2007 -  this will
come from Eurobonds, syndicated loans, and rouble  bonds. We feel this
will actually help pull spreads tighter as  bonds currently trade wide
due to lack of investor awareness, a  condition which will change as
the
bank grows and supply comes  on board.

     SIBAC 9.00 '09....101-101 1/2 5X5                  8.55- 8.33 
     SIBAC 12.00 '11...104-104 7/8 5X5 (lowertier2)    10.96-10.74  

Sibacadembank, the largest bank in Siberia, is merging with UralVTB,
the
largest  bank in the Urals. Upon completion of the merger, which has
been approved by shareholders of both banks and is expected to close by
yearend 2006, the combined bank is expected to have the following
profile:

 - the name will be changed to Ursa Bank
 - expected yearend 2006 assets of $3.5bn
 - EBRD will maintain a blocking stake in the bank (25% + 1 share)
 - The bank would rank nationally in:
      - top 20 by asset size
      - top 10 by size of retail loan portfolio
      - top  5 by number of branches

By Eric Jayaweera