What's Driving Changes to Chinese Coal and Steel Prices?
While recent economic data releases of China are not promising, there are some positive prospects of the economy. While the RMB has been slumping,...
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Organic Growth at China Merchants Port, Cosco Shipping Ports Remains Weak. Acquisitions? Expensive!
In line with September's macro numbers (see China: Exports Fall but Reforms Apace and Chinese Trade Data Recap: It Isn’t Pretty), organic growth...
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Chinese Trade Data Recap: It Isn't Pretty
Chinese trade data is out and it is very difficult to spin these numbers as anything less than very disappointing. Arguably the best thing that...
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Commercial EVs and Autonomous Vehicles in China: Pace of Adoption May Surprise (Part 1 of 3)
Chinese commercial fleets feature characteristics that will make the mass adoption of electric vehicles (EVs) surprisingly rapid -- provided the...
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DMER - Chinese Port Operators 3.0 -Cosco Shipping Ports Our Top Pick, Dalian Port Least Favoured
In our earlier updates we looked at the macros of the Chinese port operators and key regional developments,...
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