Fosun International: Fear Creates Opportunity for This Conglomerate
My observation of China leads me to be bullish only in select circumstances. China's economic slowdown has driven other countries to slowed...
267 Views
The Outlook for Copper Prices Is Worse than Most Think
The outlook for copper prices is worse than most think. Battered copper mining stocks may now screen as cheap, but we see further...
255 Views
E&P Financial Health: Better Than You Think. Liquidity Reserves Will See Most Firms Through Downturn
The precipitous slide in oil prices since fall 2014 has eroded the financial health of most exploration and production, or E&P, firms. Natural...
628 Views
On an acquisition spree to diversify away from China, seems worth riding along for now
Fosun International plans to raise US$1bn through issuance of primary shares to fund its recent acquisition spree.The deal scores well on our...
282 Views
CHINA SOE REFORM: Detailed plan due in the next 3 weeks. Potential implications
There is a growing expectation that mergers involving huge state-owned conglomerates could be part of China's soon-to-be-announced reforms of...
282 Views