COSCO Emerges with a Plan and Purer Container Plays (Yet More Disclosures Needed)
A first look at COSCO and China Shipping restructuring, with a focus on containers reveals reorganization is generally along the lines expected...
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Walgreens Boots Alliance Names Permanent CEO: Global Expansion to Continue
Walgreens Boots Alliance (WBA: US) has named Executive Vice Chairman and interim CEO Stefano Pessina as CEO, a move that has been expected. Mr....
346 Views
A Brief History of Corporate Governance Nightmares at China's Flagship Shipping Companies
Yes there are a few good China companies out there. In general a company like China Merchants has a good long term theme going for it (see April...
281 Views
China's New International Political Economy
The "new" Economic Silk Belt initiative is not new, and includes more dimensions than initially believed to have. It is a positive for China and...
339 Views
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...
337 Views