ENTITY
China Railway Group

China Railway Group (601390 CH)

34
Analysis
IndustrialsChina
China Railway Group Limited offers transportation facility construction services. The Company builds railways, roads, tunnels, and bridges. China Railway Group also conducts engineering survey, equipment manufacturing, real estate development, and investment businesses.
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08 Jul 2015 11:50

A Brief History of Corporate Governance Nightmares at China's Flagship Shipping Companies

Yes there are a few good China companies out there. In general a company like China Merchants has a good long term theme going for it (see April...

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04 Mar 2015 10:03

CHINA SOE REFORM: Detailed plan due in the next 3 weeks. Potential implications

There is a growing expectation that mergers involving huge state-owned conglomerates could be part of China's soon-to-be-announced reforms of...

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bullishMacroeconomics
02 Mar 2015 09:52

CHINA ECONOMY: Thoughts and implications post the rate cut

The PBOC announced on Saturday that it will cut the benchmark deposit and loan interest rates by 0.25 basis point starting March 1. We have been...

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23 Feb 2015 04:11

Implications and Fallout from Absolute Corruption of the Political Elite

I recently had occasion to update my thinking on China, its massive waste generation in the last 10-15 years, and Chinese Communist Party members...

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bearishMacroeconomics
28 Jan 2015 09:02

CHINA MACRO: My thoughts on the RMB move. Will we see a large correction??

China’s RMB has just had its largest two-day loss since 2008, and has also fallen a record discount to the central bank’s reference rate (1.89%,...

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