COSCO CS Merged Company Is a Mess….CSCL Customers Dropping Like Flies
During late '15 and early '16 I wrote at length for SK and the shipping press on COSCO's, merger plans. This followed years of trying to warn...
445 Views
Chinese Real Estate Pricing in 21% Price Increase
Due to its enormous importance to the Chinese economy and the drivers of the 2008 global financial crisis, many analysts focus on the real estate...
339 Views
China: Slower Land Sales Growth In 40 Major Cities But Acquisitions By Major Developers Rise 40%
In May 2016 (latest complete data), on YTD y/y basis, residential (incl. mixed-use) land GFA acquired by 20 major developers we track based on...
263 Views
China Economic Recap for June
Outlook on China’s PMI  The month of June furthered the case that the Chinese economy has plateaued and potentially started declining again. With...
296 Views
Low Rates for Longer - Asian Banks
Interest rates will remain lower, for longer. For banks with excess liquidity, this means margin pressure. We look at HSBC and STAN where liquidity...
260 Views