China Railway Group's Outlook Remains Stable Amid Solid New Order Wins
No-moat China Railway Group reported virtually flat net income of CNY 11.8 billion, which missed our estimate by 10%, as higher material costs and...
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Xiongan Special Economic Zone
The Chinese government made an announcement to build a new Special Economic Zone (SEZ) in Xiongan in Hebei Province, part of the development of the...
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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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Container Shipping - Asia Import Drive Will Boost Asia-Europe-Asia Box Profits for Carriers
Container Shipping - Asia Import Drive Will Boost Asia-Europe-Asia Box Profits for CarriersBackground - Space shortage has disrupted the...
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Dry Bulk Shipping - Why It's Time for Dry Bulk Stocks to Take a Breather
Dry Bulk Shipping - Why It’s Time for Dry Bulk Stocks to Take a BreatherWe have been positive on the dry bulk sector since mid-2016 but the near...
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