CSCI Delivered Decent 1H Result; Strong New Order Book Points to Accelerating Growth Ahead
The no-moat China State Construction International, or CSCI’s decent first-half result was broadly in line with our expectation. The net earnings...
120 Views
Sino-ASEAN Strategy: Is There No Stopping This Bull Run? - Part II
Our Global Reflation Pulse Check indicates the global reflation theme remains intact. Earnings and economic growth in the US and Europe have...
291 Views
China Strategy: (Much) Smoother US-China Relations Ahead?
A longer term implication of Trump-Xi meeting is that US-China trade relations could be (much) smoother than many have anticipated. A Fuyao Glass...
166 Views
Most Popular / Unpopular Sectors and Countries in Asia - Ex Japan
As you know we track the Analyst Upgrades / Downgrades over the previous 2 week to identify potential trends in popularity. Which Sectors /...
483 Views
Clouds Ahead for Foreign Aircraft Sales in China?
Aircraft manufacturers Airbus and Boeing are bullish about sales prospects in Asia, but is it a bit too early to write off China's aerospace...
259 Views