CK Hutchison Holdings Is Building on Its Global Ports,infrastructure, Retail and Telco Operations.
CK Hutchison, will continue to grow and recognize value through an active acquisition and spin-off strategy. We see free cash flow stable at about...
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Walgreens Boots Alliance Names Permanent CEO: Global Expansion to Continue
Walgreens Boots Alliance (WBA: US) has named Executive Vice Chairman and interim CEO Stefano Pessina as CEO, a move that has been expected. Mr....
524 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...
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China's New International Political Economy
The "new" Economic Silk Belt initiative is not new, and includes more dimensions than initially believed to have. It is a positive for China and...
476 Views
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...
457 Views