China Conch Venture - Discount to NAV at Compelling Levels; Close To -2x SD
China Conch Venture's discount to NAV has widened close to -2x Standard Deviations (SD), below its 180D mean. This is a significant dislocation and...
286 Views
Chinese PMI Data Mildly Surprising
POST PMI OF AUGUST IS VERY INTERESTINGThe PMI for August is out and intriguing. Compared to last month’s PMI of 49.9, this month’s PMI is .5...
157 Views
Coal Burning Major Cause of Health Problems in China
A comprehensive study published last week by Tsinghua University and the Health Effects Institute found that coal combustion is the single largest...
153 Views
Early Reading on Chinese August Data
The Chinese economy always has potential to surprise because of its tendency to bounce back from economic decline. It is however, no surprise that...
165 Views
July Output in China Indicates Further Economic Weakening
The start of third quarter didn’t bring any good news for the Chinese economy. With the manufacturing deteriorating and RMB barely able to maintain...
160 Views