Co-founder & Managing Director, Marketnomix 

Rajan Govil

Co-founder & Managing Director

Marketnomix 

Macroeconomics

Zhuzhou CRRC Times Electric Co., Ltd. (3898 HK)

<p>China’s data releases in recent days have continued to broadly reflect the ongoing slowdown in the economy. While industrial production remained steady in May 2016, retail sales as well as fixed asset investment continued to slow.  Money supply and outstanding loans also slowed in May.</p><p>Industrial production in China remained steady in May 2016 rising 6.0% y-o-y, the same as in April, and compared to an increase of 6.8% y-o-y for March 2016. On a year-to-date (ytd) y-o-y basis, industrial…</p>

China’s data releases in recent days have continued to broadly reflect the ongoing slowdown in the economy. While industrial production remained steady in May 2016, retail sales as well as fixed asset investment continued to slow.  Money supply and outstanding loans also slowed in May.Industrial production in China remained steady in May 2016 rising 6.0% y-o-y, the same as in April, and compared to an increase of 6.8% y-o-y for March 2016. On a year-to-date (ytd) y-o-y basis, industrial…

Shanghai Electric Group Company (601727 CH)

Haitong Securities Co Ltd (A) (600837 CH)

China Railway Construction Corp (1186 HK)

China Communications Construction (1800 HK)

Shanghai Pudong Development Bank Co. (600000 CH)

Cssc Offshore & Marine Engg Group (317 HK)

Shanghai International Airport (600009 CH)

Metallurgical Corporation Of China Ltd (601618 CH)

Shanghai Electric Group Company (2727 HK)

Xinjiang Goldwind Science & Technology (2208 HK)

Dongfang Electric Corporation (600875 CH)

Metallurgical Corporation of China Ltd (1618 HK)

China Merchants Securities Co Ltd (A) (600999 CH)

China Pacific Insurance (Group) Co., (601601 CH)

Shanghai International Port Group (600018 CH)

Shanghai Construction Group Co, Ltd. (600170 CH)

Beijing Originwater Technology Co,Ltd. (300070 CH)

Changjiang Securities Company (000783 CH)

China Merchants Securities Co Ltd (H) (6099 HK)

China: May Industrial Production Held Steady, Fixed Asset Investment, Loans Growth Slowed