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China Railway Group Ltd H (390 HK)
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China
China Railway Group Ltd. offers transportation systems construction services. The Company builds railroads, roads, tunnels, and bridges.
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bullish
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Thematic (Sector/Industry)
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04 Dec 2016 20:56
The Trump Presidency: A Look from the Inside Out on Possible Impacts in Asian Economies
The author was a senior executive in Trump’s casino organization for 3 years: a view from the inside Trump’s public statements and private...
Howard J Klein
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214 Views
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bullish
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Thematic (Sector/Industry)
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22 Nov 2016 01:59
MedTech as an Investment Theme
Medicine is changing. For hundreds of years, the key drivers of progress were biology and chemistry. Now they are data science and software.Big...
CM Research
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237 Views
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bullish
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Thematic (Sector/Industry)
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19 Nov 2016 18:49
Silk Roads Part 3: China and OBOR Investment
The stock of foreign direct investment into the "One Belt One Road" bloc is a small share of global investment; nonetheless, the bloc's share of...
Naomi Fink
218 Views
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bearish
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Thematic (Sector/Industry)
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17 Nov 2016 20:52
Cybersecurity as an Investment Theme (Part 2)
By 2020, the global cybersecurity market is expected to be worth $170bn, up from $77bn in 2015. But the core issue is that companies need “better”...
CM Research
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174 Views
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bullish
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Thematic (Sector/Industry)
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17 Nov 2016 09:59
ANIMAL SPIRITS™: Fiscal Trumpenomics II: Value Stocks Boosted By Rising Yields & EM Gets a Timeout!
Fiscal "Trumpenomics" is an inflationary shock which elevates inflation expectations, treasury yields and the slope of the yield curve. The risk...
Paul M. Kitney, PhD
213 Views
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