China Hengshi IPO - Too Many Related Party Transactions to Even Bother About the Underlying Business
China Hengshi Foundation Company Limited (Hengshi) plans to raise US$58-84m by selling new shares. Ordinarily we don't write on such deals, owing...
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Flying along China's wind of change: Goldwind
China, land of coal and smog, is now increasing the generation of electricity from renewable sources faster than any other country, with more than...
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A Brief History of Corporate Governance Nightmares at China's Flagship Shipping Companies
Yes there are a few good China companies out there. In general a company like China Merchants has a good long term theme going for it (see April...
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CHINA ECONOMY: Thoughts and implications post the rate cut
The PBOC announced on Saturday that it will cut the benchmark deposit and loan interest rates by 0.25 basis point starting March 1. We have been...
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Implications and Fallout from Absolute Corruption of the Political Elite
I recently had occasion to update my thinking on China, its massive waste generation in the last 10-15 years, and Chinese Communist Party members...
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