Gamuda: Unjustly Punished
Investors have sold off some of the Malaysian stocks posts general election yet Gamuda Bhd (GAM MK) escaped that as it deems to be not related to...
170 Views
China's Moderating Infrastructure Spending Outlook to Drive Construction Firm Valuation Rerating
With the central government likely to implement a more prudent fiscal policy in 2018, we anticipate a moderating top-line outlook for the no-moat...
91 Views
Hebei Construction IPO Review - Late to the Xiongan Game with Corporate Governance Issues
Hebei Construction Group Co (1727 HK) is raising approximately US$314m in its upcoming IPO to fund the construction of projects that are to be...
354 Views
China: When Will Minsky Meet Mao?
The ‘China Catastrophists’ have underestimated the ability of a largely closed financial system to ignore the economic accounting identities other...
147 Views
Industrial Capsule: Construction in China
Pace of China’s residential construction expected to decelerate Investments into transport infrastructure is growth driver in light of slow...
250 Views