DMER - Chinese Port Operators 2.0 - Pearl River Delta, Yangtze River Delta and Bohai Rim, HK Update.
In our update yesterday, https://www.smartkarma.com/insights/dmer-chinese-port-operators-avoid-bottom-fishing-in-troubled-waters, we looked at the...
201 Views
DMER - Chinese Port Operators - Avoid Bottom-Fishing in Troubled Waters
DMER - Chinese Port Operators – Avoid Bottom-Fishing in Troubled WatersIn our mid-summer report we had highlighted the port sector’s valuations...
144 Views
Early Look at Chinese PMI
Chinese markets appear to be anticipating positive to flat PMI numbers when they are released on October 1. There is good reason to believe...
154 Views
Selling Autos in China
China has the biggest, most varied, auto market in the world. Economic problems have seen a small shift towards electric vehicles and a larger one...
146 Views
Early Look at September Activity
The unexpected hike in last month’s PMI remains puzzling, keeping in mind the slow growth of the key industries, being driven by real estate and...
160 Views