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China Railway Group Ltd H (390 HK)
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290
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Industrials
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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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bearish
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Thematic (Sector/Industry)
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03 Jun 2016 17:49
Innovation - A Sorry Tale in China
In order to advance, Chinese industry needs to become innovative. The track record to date is poor, with few examples of genuine innovation and...
Bixmoor
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402 Views
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bullish
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Macroeconomics
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03 Jun 2016 08:24
Is Increased Chinese Output Leading to Higher Inventories?
With what we see as the stabilization of the Chinese real economy, though credit driven as noted, and growth in steel production among other...
Christopher Balding
273 Views
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bullish
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Macroeconomics
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02 Jun 2016 08:58
Post-PMI Data Release Analysis
We had predicted that official China PMI would increase and were forecasting 50.5. We were not even close as PMI remain unchanged at 50.1 for May....
Christopher Balding
194 Views
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bullish
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Macroeconomics
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31 May 2016 08:11
Early PMI Reading Before Official June 1 Release
While it is built up on leverage which is built upon leverage which is built upon even more leverage, there is strong evidence that the real...
Christopher Balding
195 Views
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bullish
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Thematic (Sector/Industry)
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26 May 2016 21:55
Internet of Things in Agriculture
A few months ago, I wrote a piece titled "Investing in the Internet of Things" and I made a case for the bright future of IoT and its myriad...
Ishita Jain
408 Views
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