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COSCO SHIPPING Holdings (601919 CH)
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Industrials
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China
COSCO SHIPPING Holdings Co., Ltd. offers shipping services. The Company provides container shipping, terminal operation, bulk shipping, and container leasing services. COSCO SHIPPING Holdings conducts businesses worldwide.
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bullish
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Macroeconomics
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02 Mar 2015 09:52
CHINA ECONOMY: Thoughts and implications post the rate cut
The PBOC announced on Saturday that it will cut the benchmark deposit and loan interest rates by 0.25 basis point starting March 1. We have been...
David Millhouse
260 Views
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bearish
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Thematic (Sector/Industry)
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23 Feb 2015 04:11
Implications and Fallout from Absolute Corruption of the Political Elite
I recently had occasion to update my thinking on China, its massive waste generation in the last 10-15 years, and Chinese Communist Party members...
Charles De Trenck
344 Views
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bearish
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Macroeconomics
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28 Jan 2015 09:02
CHINA MACRO: My thoughts on the RMB move. Will we see a large correction??
China’s RMB has just had its largest two-day loss since 2008, and has also fallen a record discount to the central bank’s reference rate (1.89%,...
David Millhouse
279 Views
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