SHSS

SIMON HUNT STRATEGIC SERVICES LIMTED (SHSS)

Simon Hunt Strategic Services Limited (SHSS)

Profile

Simon Hunt Strategic Services (SHSS) was formed in early 1996 to provide clients with expert advice on the global economy including China and the copper industry. Prior to establishing SHSS Simon was the founder of another consultancy, Brook Hunt & Associates, which he set up in 1975.

Apart from providing expert advice on the global economic environment, a special focus was given to China and the rest of Asia since Simon saw the East is the new driver of economic activity and copper consumption.

Simon has visited China every year since 1993 spending 3-4 months every year since then in the country and until 2008 visiting around 80 factories in about 50 towns and cities. He now visits a few of those who are old and trusted friends. He has a partner in Beijing who is well known within the political hierarchy there.

To help in producing interesting and mostly accurate forecasts of the global economy Simon has a few friends who are able to provide advice on what is going on behind the scenes.

In addition to providing a comprehensive copper advisory services which includes detailed studies on both the global and China’s economy, called the Copper Advisory Service, (several reports every month), he breaks down the service into two parts: the Copper Service and the Economic Service. The complete service costs £7000 with the former priced at £4000 and the latter £3000 a year.

The service also allows clients to phone when needing questions answered and for him to visit clients.

Client-specific studies are also undertaken ranging from market studies for specific end uses or semi-products to strategy reviews, structural changes in the industry etc.

Simon began his career in Rhodesia as a PA to the chairman of Rhodesian Selection Trust, moved to Anglo American in London, helped start up an international copper development and promotion organisation, went into the City of London before setting up Brook Hunt.

His reports include insights into geopolitical changes and how they are and will continue to impact business activity and the copper industry.

His conclusions are often controversial but mostly accurate, for instance by starting to be optimistic for the copper industry in the first quarter of 2016. 

Simon Hunt
  • Simon Hunt

Thought for the Day - War or Peace - Trade Confrontation or Negotiatio...

“We are on the verge of a global transformation. All we need is the right major crisis and the nations will accept the New World Order’’. David Rockefeller, 14th September, 1994 ‘’Shortly, the public will be unable to reason for themselves. They’ll only be able to parrot the information they’ve been given on the previous night’s news’’. Zeb Brzezinski.‘’If the American people had ever known the truth about what we Bushes have done to this nation, we would be chased down in the streets and lynche...

Simon Hunt
  • Simon Hunt

COPPER: THE MARKET CONUNDRUM

Abstract: Global growth should slow in the second quarter. Policy makers having finally achieved their objective of getting global synchronised growth are not going to see it disappearing under restrictive monetary conditions. Around mid-year, policy will lurch towards easing. Mills will be one of the first to experience order recovery. Ifwe are right, the world will either be very tight for cathode or totally devoid of stocks especially in China by end-2018. Perhaps at that point the SRB will r...

Simon Hunt
  • Simon Hunt

Thought for the Day - China Notes

“The government will cut red tapes, reduce taxes and slash fees for enterprises’’. State Council Release, 3rd January 2018, reported in China Visit Report 30th January 2018.We will shortly be in China. This note will thus summarise some views that have come our way in recent days.

Simon Hunt
  • Simon Hunt

ALERT: PETRO-YUAN FUTURES BEGAN TRADING TODAY

The long-awaited trading in China’s Yuan-dominated crude oil futures began today trading at around a $2 premium as we write.

Simon Hunt
  • Simon Hunt

Our Summarised Views

Abstract: President Trump, together with the US military, are getting close to cleaning out the ‘Deep State’. When completed a more transparent and accommodating foreign policy will be noticeable. Based on the traditional and well-tried global narrow money supply trends, world growth should slow in the second quarter especially in China when government unleashes its Shadow Banking restructuring policies. Short-term market turmoil will be replaced by strong recovery in the second half of this yea...

Simon Hunt
  • Simon Hunt

COPPER: THE MARKET CONUNDRUM

Abstract: Global growth should slow in the second quarter. Policy makers having finally achieved their objective of getting global synchronised growth are not going to see it disappearing under restrictive monetary conditions. Around mid-year, policy will lurch towards easing. Mills will be one of the first to experience order recovery. Ifwe are right, the world will either be very tight for cathode or totally devoid of stocks especially in China by end-2018. Perhaps at that point the SRB will r...

Simon Hunt
  • Simon Hunt

Thought for the Day - Copper Prices Revisited

Abstract: The quiet optimism for copper this year and next is based on supply constraints not the impact on consumption of global synchronised growth. Anecdotally, large fabricators have not seen business as good as is now being experienced for at least twenty years. However, for five main reasons growth is likely to slow during the first five months of this year but should re-accelerate in the second probably extending into 2020 or 2021. Prices should have a correction in the first half; if we ...

Simon Hunt
  • Simon Hunt

AMERICA IMPOSING TARIFFS ETC

Our long-held view has been that if America focussed on a few specific industry sectors rather than an across-the-board levy on imports then this was the political deal discussed quietly between the two presidents. Xi would understand that China would have to give something to appease Trump’s supporters and in return Trump would have to give something to Xi to satisfy China’s leadership. But what?

Simon Hunt
  • Simon Hunt

GLOBAL ECONOMY IN 2018 & IMPACT ON METAL PRICES

Abstract: It will only be later this year that synchronised global growth takes hold. A combination of slowing global real M1, China’s cleaning up its financial sector as well as really tight credit conditions there, together with President Trump likely to sign off the ITC 301 case on intellectual property against China will depress growth in the first half of this year. Metal and other commodity markets will experience significant price corrections. Many of the adverse developments will be unwo...

Simon Hunt
  • Simon Hunt

Copper Price Update

Abstract: By year-end, the world economy will be experiencing its first synchronised growth in a decade. Global IP should rise by 6.5% this year and next. China’s copper consumption should increase by 11.2% this year largely driven by sales of aircons into the lower tiered cities and into the countryside and by a 9% increase in wire rod production. As a result of these two developments global refined copper consumption should increase by 7.5% this year and by at least 4.3% in 2019. The real issu...

Simon Hunt
  • Simon Hunt

Thought for the Day - War or Peace - Trade Confrontation or Negotiatio...

“We are on the verge of a global transformation. All we need is the right major crisis and the nations will accept the New World Order’’. David Rockefeller, 14th September, 1994 ‘’Shortly, the public will be unable to reason for themselves. They’ll only be able to parrot the information they’ve been given on the previous night’s news’’. Zeb Brzezinski.‘’If the American people had ever known the truth about what we Bushes have done to this nation, we would be chased down in the streets and lynche...

Simon Hunt
  • Simon Hunt

Thought for the Day - China Notes

“The government will cut red tapes, reduce taxes and slash fees for enterprises’’. State Council Release, 3rd January 2018, reported in China Visit Report 30th January 2018.We will shortly be in China. This note will thus summarise some views that have come our way in recent days.

Simon Hunt
  • Simon Hunt

ALERT: PETRO-YUAN FUTURES BEGAN TRADING TODAY

The long-awaited trading in China’s Yuan-dominated crude oil futures began today trading at around a $2 premium as we write.

Simon Hunt
  • Simon Hunt

Our Summarised Views

Abstract: President Trump, together with the US military, are getting close to cleaning out the ‘Deep State’. When completed a more transparent and accommodating foreign policy will be noticeable. Based on the traditional and well-tried global narrow money supply trends, world growth should slow in the second quarter especially in China when government unleashes its Shadow Banking restructuring policies. Short-term market turmoil will be replaced by strong recovery in the second half of this yea...

Simon Hunt
  • Simon Hunt

SOUTHERN AFRICA: IS A WAVE OF NATIONALISM ABOUT TO SWEEP OVER?

Abstract: In a BBC interview in the early hours of this morning the DRC’s Prime Minister stated that mining companies are not paying the taxes due to the DRC government (probably untrue) in answer to a question. This raised our hackles that his answer was a signal that nationalisation of mines in the DRC risks lying ahead. This interpretation is supported by remarks made by the CEO of Gecamines in November that government should control its resources. In Tanzania government has forced mines to g...

Simon Hunt
  • Simon Hunt

China : Summary

A detailed report on China will be issued shortly. This note summarises our reasons why China’s economy will not slow down in 2018 and beyond.

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