China Macroeconomics & Academia

Christopher Balding

Macroeconomics

Chinese markets appear to be anticipating positive to flat PMI numbers when they are released on October 1.  There is good reason to believe economic has stabilized after the mild decline throughout much of the summer that began in late spring.  While we believe that the current stabilization is driven primarily through credit driven channels, that makes the activity we are currently witness no less real.If we look at steel output, indexed to 100 post-Chinese New Year 2016, we see that it…

Chinese markets appear to be anticipating positive to flat PMI numbers when they are released on October 1.  There is good reason to believe economic has stabilized after the mild decline throughout much of the summer that began in late spring.  While we believe that the current stabilization is driven primarily through credit driven channels, that makes the activity we are currently witness no less real.If we look at steel output, indexed to 100 post-Chinese New Year 2016, we see that it…

Bespoke Research on China and neighbouring regions, Bixmoor

Bixmoor

Bespoke Research on China and neighbouring regions

Bixmoor specialises in providing bespoke research to business, governments and the financial community on China and neighbouring regions. We seek to build long-term relationships with our clients, based on our expertise, our reliability and our determination to find the right solution.

Thematic (Sector/Industry)

China has the biggest, most varied, auto market in the world. Economic problems have seen a small shift towards electric vehicles and a larger one towards SUVs. And the Chinese are now buying more Chinese autos than ever before.

China has the biggest, most varied, auto market in the world. Economic problems have seen a small shift towards electric vehicles and a larger one towards SUVs. And the Chinese are now buying more Chinese autos than ever before.

The unexpected hike in last month’s PMI remains puzzling, keeping in mind the slow growth of the key industries, being driven by real estate and government spending.We again see only moderate growth in industry. Steel and blast furnace operating rates depict a rather muddled picture with the operating rates of Blast furnaces of Tangshan and Hubei increasing while the operating rates of National Blast furnaces along with steel plant capacity utilization declining by around 3%.This rather sudden…

The unexpected hike in last month’s PMI remains puzzling, keeping in mind the slow growth of the key industries, being driven by real estate and government spending.We again see only moderate growth in industry. Steel and blast furnace operating rates depict a rather muddled picture with the operating rates of Blast furnaces of Tangshan and Hubei increasing while the operating rates of National Blast furnaces along with steel plant capacity utilization declining by around 3%.This rather sudden…

Founder, Supreme Peoples Court Monitor

Susan Finder

Founder

Supreme Peoples Court Monitor

One of the little noticed outcomes from the meeting between President Obama and President Xi Jinping was that the two countries commit to, starting as early as 2016, conduct regular and ad hoc communication and exchanges regarding the implementation of their respective bankruptcy laws through forums or mutual visits.One of the latest examples of the implementation of bankruptcy law with Chinese characteristics is occurring in China's Jiangxi Province. According to the Chinese press, LDK Solar…

One of the little noticed outcomes from the meeting between President Obama and President Xi Jinping was that the two countries commit to, starting as early as 2016, conduct regular and ad hoc communication and exchanges regarding the implementation of their respective bankruptcy laws through forums or mutual visits.One of the latest examples of the implementation of bankruptcy law with Chinese characteristics is occurring in China's Jiangxi Province. According to the Chinese press, LDK Solar…

LDK Solar--Test Case for Chinese Bankruptcy Law?

Despite winning several big orders, Chinese-supplied railway rolling stock does not have the best of reputations in Asia, whilst several prestigious track-laying projects have been beset with delays and technical problems.

Despite winning several big orders, Chinese-supplied railway rolling stock does not have the best of reputations in Asia, whilst several prestigious track-laying projects have been beset with delays and technical problems. 

China

Hainan Strait Shipping Co., Ltd. offers domestic coastal passenger and cargo marine transportation services.

Cosco Shipping Specialised Carriers Co. provides marine and coastal freight transportation services.  The Company also operates in wholesale and retail trading, acts as a shipping agency, as well as provides loading and unloading, storage, and labor services.

Cosco Shipping Specialised Carriers  (600428 CH)

Bohai Ferry Company Limited is a passenger liner transportation enterprise. The Company mainly operates passenger vessel transport for the Yantai-Dalian and Penglai-Dalian sea routes.

Ningbo Marine Co., Ltd. provides freight transportation on the inland waters, as well as between the ports of Ningbo and Southeast Asian countries and Japan. The Company also invests in the transportation facility construction business and processes steel product.

Tianjin Tianhai Investment Co., Ltd. provides marine transportation services in China and internationally. The company operates container transportation and related business. Its principal routes include international container regular freight transportation lines to South Korea and Southeast Asia with Tianjin, Qingdao, Quanzhou, and Shantou as the base ports, as well as domestic freight transportation lines to Yingkou, Qingdao, Rizhao, and Longkou with Quanzhou and Shantou as the base ports. The company was formerly known as Tianjin Marine Shipping Co., Ltd. and changed its name to Tianjin Tianhai Investment Co., Ltd. in July 2015. Tianjin Tianhai Investment Co., Ltd. is based in Tianjin, China.

Lanhai Medical Investment Co., Ltd. provides domestic and international water transportation for bulk cargos.  The Company also trades petrochemical products and provides storage service.

Lanhai Medical Investment Co.,  (600896 CH)

Tianjin Port Co., Ltd. operates the Tianjin Port and provides related services including loading and unloading, storage, and transportation services.  The Company also acts as a freight transportation agency.

Qinhuangdao Port Company Limited loads, stores, transports port cargo. The Company's main products include liquid chemicals, iron ore and coal, oil and other cargo, containers and other products.

Jiangxi Ganyue Expressway Co., Ltd. maintains, operates, and manages toll expressways, bridges, and other transportation facilities.  The Company manages the Changjiu Expressway, the Changzhang Expressway, the Changfu Expressway, and the Yinsanjiao Overpass.

Jiangxi Ganyue Expressway Co., (600269 CH)

Anhui Expressway Co. Ltd. principally holds, operates and develops toll expressways and highways in Anhui province in China.

Pacific Basin Shipping Limited, through its subsidiaries, provides marine transportation services and logistical support to its customers through the commercial operation of a large, modern, and uniformly-sized fleet of shallow-draft Handysize dry bulk carriers.

Shipping Corporation of India Limited owns, operates and manages a fleet of bulk carriers, international container service, liquid/dry bulk service, tankers, passenger vessels and offshore supply vessels. The Company's fleet transports primarily crude oil.

Pan Ocean Co., Ltd. is a Korean shipping company that engages in marine transportation business. The Company provides bulk cargo carrier, pure car and truck carrier, container and tanker services.

Wisdom Marine Lines Company Ltd. transports freight by ship.  The Company operates bulk carriers, loggers, tweendeckers, multipurpose ships, roll-on and roll-offs, and container ships.

Clarkson PLC provides integrated shipping services, The Company provides shipbroking, ship management, financial services, fund management and property services.  Clarkson operates throughout the world.

Wilh. Wilhelmsen Holding ASA provides shipping services.  The Company offers global car and ro-ro customers sea transportation and integrated logistic solutions from factory to dealer through its operating companies.

DFDS A/S provides passenger and freight shipping services, and offers shipping related logistics solutions.  The Company focuses on two business divisions: DFDS Tor Line operates roro liner traffic in the North Sea, and DFDS Seaways runs overnight cruise ferries between cities in Northern Europe.  DFDS sells to customers with large shipping requirements and to car traveling tourists.

Danaos Corporation owns a fleet of containerships.  The Company charters these vessels to liner companies.

Costamare Inc. is a holding company, engages in the provision of containerships chartering. It owns vessels such as new build containerships and second hand vessel. It was founded on April 21, 2008 and is headquartered in Athens, Greece.

U-Ming Marine Transport Corporation operates in the tramp shipping business. The Company mainly ships bulk raw materials such as iron ore, coal, grains, and cement.

Cosco Shipping Development Co., Ltd is a container shipping company based in China.  The Company owns, charters, and operates container vessels for the provision of international and domestic container marine transportation services.

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Cosco Shipping Development (2866 HK)

Early Look at Chinese PMI

Chinese markets appear to be anticipating positive to flat PMI numbers when they are released on October 1. There is good reason to believe...

Christopher Balding

Selling Autos in China

China has the biggest, most varied, auto market in the world. Economic problems have seen a small shift towards electric vehicles and a larger one...

Bixmoor

Early Look at September Activity

The unexpected hike in last month’s PMI remains puzzling, keeping in mind the slow growth of the key industries, being driven by real estate and...

Christopher Balding

LDK Solar--Test Case for Chinese Bankruptcy Law?

One of the little noticed outcomes from the meeting between President Obama and President Xi Jinping was that the two countries commit to, starting...

Susan Finder

Rolling Stock and Railway Track

Despite winning several big orders, Chinese-supplied railway rolling stock does not have the best of reputations in Asia, whilst several...

Bixmoor

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