COSCO CS Merged Company Is a Mess….CSCL Customers Dropping Like Flies
During late '15 and early '16 I wrote at length for SK and the shipping press on COSCO's, merger plans. This followed years of trying to warn...
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Chinese Real Estate Pricing in 21% Price Increase
Due to its enormous importance to the Chinese economy and the drivers of the 2008 global financial crisis, many analysts focus on the real estate...
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China: Slower Land Sales Growth In 40 Major Cities But Acquisitions By Major Developers Rise 40%
In May 2016 (latest complete data), on YTD y/y basis, residential (incl. mixed-use) land GFA acquired by 20 major developers we track based on...
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China Economic Recap for June
Outlook on China’s PMI The month of June furthered the case that the Chinese economy has plateaued and potentially started declining again. With...
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Low Rates for Longer - Asian Banks
Interest rates will remain lower, for longer. For banks with excess liquidity, this means margin pressure. We look at HSBC and STAN where liquidity...
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