CCCC Roadshow Takeaway: PPP and Overseas Market Remain Pillars of Growth; FVE Maintained at HKD 12.5
We recently attended a reverse road show held by no-moat China Communication Construction Corporation, or CCCC, and had a rare opportunity to visit...
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Update from the China Anti-Corruption Front
A year ago I wrote about Chinese companies going abroad and the international corruption regulatory system. In 2017 there have been significant...
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Sino-ASEAN Strategy: Is There No Stopping This Bull Run? - Part II
Our Global Reflation Pulse Check indicates the global reflation theme remains intact. Earnings and economic growth in the US and Europe have...
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China Strategy: (Much) Smoother US-China Relations Ahead?
A longer term implication of Trump-Xi meeting is that US-China trade relations could be (much) smoother than many have anticipated. A Fuyao Glass...
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China's New Silk Road Projects: Six 'One Belt, One Road' Investment Ideas
This note is intended to be a companion piece to Howard J Klein's new piece, A Time Traveler’s Guide to Xi’s Epic Silk Road Project: Who Really...
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