CSET's 2016 Preliminary Results Trail Our Expectations; Fair Value Estimate Maintained
No-moat Cosco Shipping Energy Transportation’s, or CSET’s, 2016 net income is expected to increase by 48%-72% to CNY 1.8 billion-CNY 2.1 billion....
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Labor Disputes at the Chinese Airlines
Unbeknownst to the flying public, the Chinese aviation industry is facing labor disputes, particularly from their pilots, according to a recent...
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China's Economic Work Conference & Its Courts
Illustrating the integration of China's court system with the operation of the Communist Party, the day after the Communist Party Central...
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China Business Observations: Why Uber "Failed" And Humans Are a Commodity (Episode 1)
My theory is that Uber failed in China not because its technology is not advanced. Rather, it failed because it entered a saturated market. As an...
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Silk Roads Part 3: China and OBOR Investment
The stock of foreign direct investment into the "One Belt One Road" bloc is a small share of global investment; nonetheless, the bloc's share of...
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