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...
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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...
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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...
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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...
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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...
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