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Sichuan Expressway Co H (107 HK)
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57
Analysis
Industrials
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China
Sichuan Expressway Company Limited develops, invests in, and operates infrastructure projects including toll roads, bridges, tunnels, and ancillary facilities.
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bearish
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Thematic (Sector/Industry)
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03 Jun 2016 17:49
Innovation - A Sorry Tale in China
In order to advance, Chinese industry needs to become innovative. The track record to date is poor, with few examples of genuine innovation and...
Bixmoor
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402 Views
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bullish
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Macroeconomics
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03 Jun 2016 08:24
Is Increased Chinese Output Leading to Higher Inventories?
With what we see as the stabilization of the Chinese real economy, though credit driven as noted, and growth in steel production among other...
Christopher Balding
273 Views
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bullish
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Macroeconomics
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02 Jun 2016 08:58
Post-PMI Data Release Analysis
We had predicted that official China PMI would increase and were forecasting 50.5. We were not even close as PMI remain unchanged at 50.1 for May....
Christopher Balding
194 Views
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bullish
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Macroeconomics
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23 May 2016 09:13
Early Look at May Chinese Data
With Chinese manufacturing showing signs of improvements post-Chinese New Year, it could be said that the country’s economy is regaining its...
Christopher Balding
200 Views
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bearish
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Macroeconomics
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20 May 2016 08:50
Trading China: The Little Short
Despite all the focus on Chinese financial markets and the accompanying imbalances, there are questions about how exactly to trade China right...
Christopher Balding
240 Views
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