Early Look at Chinese PMI
Chinese markets appear to be anticipating positive to flat PMI numbers when they are released on October 1. There is good reason to believe...
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Selling Autos in China
China has the biggest, most varied, auto market in the world. Economic problems have seen a small shift towards electric vehicles and a larger one...
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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...
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Chinese PMI Data Mildly Surprising
POST PMI OF AUGUST IS VERY INTERESTINGThe PMI for August is out and intriguing. Compared to last month’s PMI of 49.9, this month’s PMI is .5...
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Kerry Logistics Network: Undervalued Mid-Cap Play on Rise of Modern Logistics in China, SE Asia
In this note we re-visit a theme introduced in our May note, Global Logistic Properties (GLP:SP) May Provide an Antidote to China’s Congestion...
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