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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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16 Nov 2016 13:18
Silk Roads Part 2: Big (Emerging Market) OBOR Investors
In the first piece of the series Silk Roads Part I: Background we outlined briefly the drivers behind China's "One Belt One Road" initiative which...
Naomi Fink
202 Views
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bullish
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Thematic (Sector/Industry)
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13 Nov 2016 17:26
US Election Global Implications: Top Six Issues
Donald Trump has been elected as the next US president. However, unlike Clinton, Trump did not comprehensively outline his domestic and foreign...
Control Risks
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177 Views
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bullish
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Thematic (Sector/Industry)
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13 Nov 2016 17:22
The Trump Presidency: Implications for Asia
On Asia, as with many other topics, US president-elect Donald Trump’s campaign rhetoric tackled taboo subjects and hinted at major departures from...
Control Risks
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176 Views
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bearish
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Macroeconomics
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10 Nov 2016 08:23
How a Trump Presidency Might Be Good for the Chinese Economy
There has been enormous amounts of hand wringing about what a Trump presidency will mean for economic relations with China and the Chinese...
Christopher Balding
228 Views
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bullish
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Thematic (Sector/Industry)
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01 Nov 2016 14:01
Maritime Model Portfolio - Early Call on Dry Bulk Stocks Offsets Initial Losses
We publish an update on our Maritime Model Portfolio. Our earlier model portfolio updates can be found...
Drewry Maritime Financial Research
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170 Views
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