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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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Cross Asset Strategy
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11 Feb 2016 21:46
Governance, Valuations and the Crisis of State Capitalism
In January’s ‘Government and Markets’ report, we used the themes in the 2016 GEM overview and China outlooks to introduce our intra-GEM country...
John-Paul Smith
197 Views
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bullish
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Thematic (Sector/Industry)
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09 Feb 2016 08:41
Are We Moving from Industrial Crisis to Financial Crisis? (2008 Being a Property to Financial Move)
Is Gold breaking out?We are coming close to KISS moving average indicators suggesting some further critical breakdowns in equities relative to...
Charles De Trenck
315 Views
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bullish
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Thematic (Sector/Industry)
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01 Feb 2016 05:34
Oil Now Tied for Cheapest in 50+ Years Using Most Objective Metric (Graphs and Data Follow-Ons)
Based on a lot of long term data, and looking closely at daily patterns the nature of oversold oil becomes apparent. Were it not for China’s...
Charles De Trenck
229 Views
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bearish
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Thematic (Sector/Industry)
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26 Jan 2016 15:53
"Shipping Has to Become BORING Again"
Reading everyday of depressed shipping should one make one anxious. When I joined my 1st ship in early 2002...shipping was boring. Frankly it was...
Drewry Maritime Financial Research
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1.8k Views
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bearish
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Cross Asset Strategy
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21 Jan 2016 18:05
China and the EM Ugly Contest
Our bearish outlook for 2016 predicated on the rising risk of a “sudden stop” for China and uncontrolled FX depreciation across EM is unfortunately...
John-Paul Smith
9.3k Views
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