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China Shipbuilding Industry (601989 CH)
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172
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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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bearish
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Macroeconomics
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20 Oct 2016 20:05
Chinese GDP Insight
China released GDP figures yesterday and it is difficult to find anyone who takes them as anything other nonsensical ramblings and definitely not...
Christopher Balding
135 Views
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bearish
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Thematic (Sector/Industry)
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13 Oct 2016 17:45
DMER - LPG Shipping - Headwinds to Persist in FY17
Strong supply growth on account of high vessel deliveriesscheduled in FY16/FY17 will continue to keep the LPG shipping market in imbalance. On the...
Drewry Maritime Financial Research
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178 Views
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bearish
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Macroeconomics
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13 Oct 2016 17:28
Chinese Trade Data Recap: It Isn't Pretty
Chinese trade data is out and it is very difficult to spin these numbers as anything less than very disappointing. Arguably the best thing that...
Christopher Balding
156 Views
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bullish
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Thematic (Sector/Industry)
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12 Oct 2016 10:26
Commercial EVs and Autonomous Vehicles in China: Pace of Adoption May Surprise (Part 1 of 3)
Chinese commercial fleets feature characteristics that will make the mass adoption of electric vehicles (EVs) surprisingly rapid -- provided the...
Daniel Hellberg
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210 Views
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bullish
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Thematic (Sector/Industry)
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11 Oct 2016 09:30
ANIMAL SPIRITS™ REPORT: India Equity Strategy - Upgrade To Overweight as Patel's Dovish Arm Twists
Investment Conclusions - Tactical View (3-6 Months) Animal Spirits prefers an "overweight" stance on Indian equities. Our macro baseline scenario...
Paul M. Kitney, PhD
397 Views
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