Port Operators Outlook 2017 - Returns to Stay Muted, Throughput Recovery Provides Valuation Support
Port Operators Outlook 2017 - Returns to Stay Muted, Throughput Recovery Provides Valuation SupportWith an uptick in economic activity and trade...
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The Latest Government FAI Target Warrants Stable Growth Prospects for Infrastructure Sector
The latest gathering of China’s National People’s Congress has produced some reassuring news for the domestic infrastructure sector. In our view,...
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Clouds Ahead for Foreign Aircraft Sales in China?
Aircraft manufacturers Airbus and Boeing are bullish about sales prospects in Asia, but is it a bit too early to write off China's aerospace...
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China Still Lucrative for Businesses Despite the Rising Wage Rates
China’s wage has been increasing and is now higher than some of its peers. This means operating in China involves paying more in wages, which can...
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Viewing Chinese Airlines Through Warren Buffett's Eyes (Seriously!)
Value investing legend Warren Buffett's Berkshire Hathaway Inc Cl A (A US) surprised the investment community when the company revealed new...
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