ENTITY
Citic Ltd

Citic Ltd (267 HK)

167
Analysis
IndustrialsHong Kong
CITIC Limited operates in a range of business activities including financial services, resources and energy, manufacturing, real estate and infrastructure, engineering contracting and other businesses in China and overseas.
more
03 Oct 2016 17:28

DMER - Chinese Port Operators - Avoid Bottom-Fishing in Troubled Waters

DMER - Chinese Port Operators – Avoid Bottom-Fishing in Troubled WatersIn our mid-summer report we had highlighted the port sector’s valuations...

28 Sep 2016 09:34

ANIMAL SPIRITS™ REPORT: Greater China View - China "Goldilocks", HK "Revival" & Taiwan "Bond-Proxy"

Investment ConclusionsMacro, Index and Sector Views Our macro baseline scenario is positive on emerging markets (EM) in Q4, 2016. We see...

Share
15 Sep 2016 17:44

DMER - Maritime Financial Insights - September 2016

• Credit markets: Global yields drifted lower in recent months, thanks to the low interest rate environment, ongoing stimulus imposed by the ECB as...

13 Sep 2016 12:26

DMER - Dry Bulk Shipping - Focus on "What's Working" from "What's Broken"

In our last update on the dry bulk sector in early summer, “Turning Neutral as the normalisation takes...

12 Sep 2016 07:09

PM Views & Responses on Portfolio Construction

I received a number of great responses following up on my 4 August personal take on building a long-term portfolio . Two detailed pieces coming...

Share
x