Rolling Stock and Railway Track
Despite winning several big orders, Chinese-supplied railway rolling stock does not have the best of reputations in Asia, whilst several...
263 Views
Chinese Transportation: In A Sea Of Decline, Express & Int'l Air Travel Are Islands of Growth
It's probably not a surprise that growth rates for most modes of Chinese transportation have slowed in recent years. The now years-long slowdown in...
269 Views
China Conch Venture - Discount to NAV at Compelling Levels; Close To -2x SD
China Conch Venture's discount to NAV has widened close to -2x Standard Deviations (SD), below its 180D mean. This is a significant dislocation and...
417 Views
Chinese PMI Data Mildly Surprising
  POST PMI OF AUGUST IS VERY INTERESTINGThe PMI for August is out and intriguing. Compared to last month’s PMI of 49.9, this month’s PMI is .5...
229 Views
Coal Burning Major Cause of Health Problems in China
A comprehensive study published last week by Tsinghua University and the Health Effects Institute found that coal combustion is the single largest...
286 Views