Shanghai/Shenzhen Connect - $8.5 Bn of Inflow in January (Kweichow Moutai, Gree, Midea)
In our Discover SZ/SH Connect series, we aim to help our investors understand the flow of northbound trades via the Shanghai Connect and Shenzhen...
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China Heavy Machinery-Back to Doldrums in 2019
We estimate China's heavy machinery sector sales turn weaker in 2019E because Incremental demand on main machines, excavators, loaders, heavy duty...
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Watch Out for the Growth Prospects of the Chinese Construction Machinery Sector
Global construction equipment unit sales increased approximately 28% YoY in 2017. In 2017, the highest sales unit (about 895k) since 2012 were...
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Tightening Emission Standards to Create Opportunity for China Construction Machinery to Go Global?
China Signals Tightening Construction Machinery Emission Standards On September 21st, 2017, during the 14th Beijing International Construction...
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The Latest Government FAI Target Warrants Stable Growth Prospects for Infrastructure Sector
The latest gathering of China’s National People’s Congress has produced some reassuring news for the domestic infrastructure sector. In our view,...
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