The China Series: If You Think Things Are Bad Now...
If you think things are bad now, just wait until the slowdown really begins. China produces 60% of the world’s cement but only commands 16% of the...
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"Shipping Has to Become BORING Again"
Reading everyday of depressed shipping should one make one anxious. When I joined my 1st ship in early 2002...shipping was boring. Frankly it was...
1.8k Views
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...
373 Views
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...
315 Views
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...
283 Views