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China Shipbuilding Industry (601989 CH)
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China
China Shipbuilding Industry Company Limited designs, manufactures, sells and leases ship parts. The Company's products include engines and parts, auxiliay engines and transportation equipment.
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bullish
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Thematic (Sector/Industry)
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16 Nov 2016 22:04
Cybersecurity as an Investment Theme (Part 1)
The world has entered the era of the Code War where every digital device, however small and innocuous, can be “weaponised” – as the recent Dyn...
CM Research
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207 Views
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bullish
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Thematic (Sector/Industry)
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16 Nov 2016 13:18
Silk Roads Part 2: Big (Emerging Market) OBOR Investors
In the first piece of the series Silk Roads Part I: Background we outlined briefly the drivers behind China's "One Belt One Road" initiative which...
Naomi Fink
201 Views
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bullish
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Thematic (Sector/Industry)
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13 Nov 2016 17:26
US Election Global Implications: Top Six Issues
Donald Trump has been elected as the next US president. However, unlike Clinton, Trump did not comprehensively outline his domestic and foreign...
Control Risks
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177 Views
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bullish
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Thematic (Sector/Industry)
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13 Nov 2016 17:22
The Trump Presidency: Implications for Asia
On Asia, as with many other topics, US president-elect Donald Trump’s campaign rhetoric tackled taboo subjects and hinted at major departures from...
Control Risks
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176 Views
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bearish
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Macroeconomics
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10 Nov 2016 08:23
How a Trump Presidency Might Be Good for the Chinese Economy
There has been enormous amounts of hand wringing about what a Trump presidency will mean for economic relations with China and the Chinese...
Christopher Balding
228 Views
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