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...
392 Views
Early Reading on Chinese August Data
The Chinese economy always has potential to surprise because of its tendency to bounce back from economic decline. It is however, no surprise that...
168 Views
July Output in China Indicates Further Economic Weakening
The start of third quarter didn’t bring any good news for the Chinese economy. With the manufacturing deteriorating and RMB barely able to maintain...
171 Views
Improving China's Environment
President Xi Jinping has proposed a new management system for environmental monitoring agencies. This is positive news, but these reforms will only...
144 Views
Chinese Industrial Revenue Up 1% YTD from 2015
The last two quarters failed to produce sustained positive growth in the regulated highly leveraged Chinese economy with continued RMB...
169 Views