Chinese Industrial Revenue Up 1% YTD from 2015
The last two quarters failed to produce sustained positive growth in the regulated highly leveraged Chinese economy with continued RMB...
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China Property: What Oversupply? Assessing Inventory Clearing Situation In Major 13 Cities
For all the macroeconomic concerns about the oversupply of housing in China and government’s push for supply-side reforms, the data on 13 major...
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Early Chinese July Data Shows Economic Activity Slowdown
July Pre PMI ReportAfter a hot start this year the Chinese economy has plateaued and appeared to enter a slow downward trend with no sign of...
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China Property By Tier - Where Is The Action?
How significant are Tier-1, Tier-2, Tier-3, and lower-tier cities, respectively, for the overall housing market in China? Reasonably solid,...
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Air China: International Demand and Fuel Still Tailwinds, CX Challenges Well-Known; Reiterate Buy
In our initial note on Air China Ltd (H) in May, we recommended investors buy its shares based on several factors. First, two long-term "headwinds"...
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