What Is Really Worrying About the Chinese Credit Bubble
Lots of ink or ones and zeros in today’s world about the explosion of credit propping up the Chinese economy. So much so that I really will not...
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Chinese Industrial Data on PMI Release
Industrial output data implies a continued further increase in the Chinese PMI number due May 1. Steel output has made small gains in April over...
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The Future of Chinese Steel Prices
Given the recent run up in Chinese steel prices and the stock prices of producers, it is fair to ask is this being driven by increased demand for...
368 Views
COSCO Corp: No Sugar Coating Here
COSCO Corp's Annual Report couldn't be more hard hitting. Line after line of the new Chairman's statement reminds shareholders just how difficult...
361 Views
One Belt One Road - Three Years On
In 2013, Xi Jinping launched the One Belt One Road (OBOR) initiative. The aim of the initiative was to connect major Eurasian economies through...
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