One Belt One Road - Three Years On
In 2013, Xi Jinping launched the One Belt One Road (OBOR) initiative. The aim of the initiative was to connect major Eurasian economies through...
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Large Caps Squeezing SMEs in Early Reading of FY2015 Chinese Working Capital
Ecstrat were amongst the first to highlight the explosive growth of working capital in non-financial companies in China. We monitor over 3,000...
199 Views
Why the Renewable Energy Boom Has Legs
The drive to green power is the well-understood destructive impact of fossil fuel consumption:Investment in renewable energy is driven by the...
1.9k Views
A-H Premium Weekly (Sep 15th): Postal Savings, Sinopec Corp, Shanghai Fudan, Sinopec Oilfield
We analyzed A-H premium changes in the past week and highlight A-H premium changes for Postal Savings, Sinopec Corp, Shanghai Fudan, Sinopec...
448 Views
CHINA SOE REFORM: Detailed plan due in the next 3 weeks. Potential implications
There is a growing expectation that mergers involving huge state-owned conglomerates could be part of China's soon-to-be-announced reforms of...
272 Views