A year ago you could not give steel mills away. Well, almost. Consider Tata Steel, the Indian owner of a number of then lossmaking steel plants in the UK. It decided it wanted out at any price. One reason: the world’s largest producer, China, was increasing steel exports, depressing prices. Fast forward to this year and steel has moved to portfolio managers’ buy lists.
一年前,你想脱手钢厂都无人接盘。或者说,几乎是这样吧。彼时在英国拥有多家亏损钢厂的塔塔钢铁(Tata Steel)例外。当时,塔塔钢铁决定不惜任何代价让自己抽身。原因之一是:当时世界上最大钢材生产国manbetx3.0 在增加钢材出口,压低钢材价格。把时间快进到今年,钢材已进入投资组合经理的购买清单。
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