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...
156 Views
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...
210 Views
DMER - Chinese Port Operators 2.0 - Pearl River Delta, Yangtze River Delta and Bohai Rim, HK Update.
In our update yesterday, https://www.smartkarma.com/insights/dmer-chinese-port-operators-avoid-bottom-fishing-in-troubled-waters, we looked at the...
201 Views
DMER - Chinese Port Operators - Avoid Bottom-Fishing in Troubled Waters
DMER - Chinese Port Operators – Avoid Bottom-Fishing in Troubled WatersIn our mid-summer report we had highlighted the port sector’s valuations...
144 Views
Early Look at Chinese PMI
Chinese markets appear to be anticipating positive to flat PMI numbers when they are released on October 1. There is good reason to believe...
154 Views