China's ZTO Express Files for NYSE IPO: What It Is, What It Isn't
On Friday September 30th leading Chinese express parcel delivery company ZTO Express filed with the SEC and reportedly plans to raise as much as...
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DMER - Chinese Port Operators - Avoid Bottom-Fishing in Troubled Waters
DMER - Chinese Port Operators – Avoid Bottom-Fishing in Troubled WatersIn our mid-summer report we had highlighted the port sector’s valuations...
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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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