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Dongfang Electric Corporation (600875 CH)
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Analysis
Industrials
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China
Dongfang Electric Corporation Limited manufactures and sells hydro and steam power generators and AC/DC electric motors. The Company also provides repair, upgrade, maintenance, and other services for the products.
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bearish
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Thematic (Sector/Industry)
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12 Jun 2016 22:54
Getting the Detail Right in China
There is a problem with official statistics in China. Put simply, they cannot be relied upon. From coal consumption, steel or iron ore production,...
Bixmoor
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175 Views
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bearish
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Macroeconomics
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10 Jun 2016 09:12
Inside China's May 2016 Trade Data
China’s road to recovery does not seem to have gained any real momentum independent of credit fueled stimulus. The trade data of China is uneven...
Christopher Balding
177 Views
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bullish
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Thematic (Sector/Industry)
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07 Jun 2016 20:54
China or ASEAN? - You Choose
Many companies that had previously been big investors in Chinese manufacturing plants are now considering their options. An increasing number argue...
Bixmoor
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195 Views
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bearish
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Thematic (Sector/Industry)
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03 Jun 2016 17:49
Innovation - A Sorry Tale in China
In order to advance, Chinese industry needs to become innovative. The track record to date is poor, with few examples of genuine innovation and...
Bixmoor
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403 Views
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bullish
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Macroeconomics
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03 Jun 2016 08:24
Is Increased Chinese Output Leading to Higher Inventories?
With what we see as the stabilization of the Chinese real economy, though credit driven as noted, and growth in steel production among other...
Christopher Balding
276 Views
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