ANIMAL SPIRITS™ REPORT: Greater China View - China "Goldilocks", HK "Revival" & Taiwan "Bond-Proxy"
Investment ConclusionsMacro, Index and Sector Views Our macro baseline scenario is positive on emerging markets (EM) in Q4, 2016. We see...
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Early Look at September Activity
The unexpected hike in last month’s PMI remains puzzling, keeping in mind the slow growth of the key industries, being driven by real estate and...
166 Views
LDK Solar--Test Case for Chinese Bankruptcy Law?
One of the little noticed outcomes from the meeting between President Obama and President Xi Jinping was that the two countries commit to, starting...
193 Views
Rolling Stock and Railway Track
Despite winning several big orders, Chinese-supplied railway rolling stock does not have the best of reputations in Asia, whilst several...
184 Views
Chinese Transportation: In A Sea Of Decline, Express & Int'l Air Travel Are Islands of Growth
It's probably not a surprise that growth rates for most modes of Chinese transportation have slowed in recent years. The now years-long slowdown in...
202 Views