Cheung Kong Group Confirms Joint Bid for Duet Group, Our Fair Value Estimate Unchanged For Now
As expected, Cheung Kong Infrastructure (1038 HK) , or CKI, and Power Assets Holdings Ltd (6 HK), or PAH, will be jointly bidding for Australian...
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China: Main Competition Intensifies – Pressure on Foreign Firms' Electric Vehicle Plans
A series of regulatory changes is raising questions about the ability of foreign companies to compete effectively in China’s automotive sector in...
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DFRS Shipping Outlook 2017 - Returns Set for a Comeback
“Capital Returns” benchmarked to shipping In our DFRS Shipping Outlook 2017, we benchmark our shipping investments thesis to "Capital Returns:...
261 Views
Stefano's Mandarin Is Improving
We have argued in several Insights over the past 18 months that the retail pharmacy sector is evolving into a global business and that a leading US...
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The Decline of the Entrepôt Economy, HK's Fall from Grace...The Socio-Political & Economic Drivers
In this piece I look at the failure of HK to meet its challenges, especially since 1997, while contrasting in less depth the different approach...
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