China Power Sector: Where Can We Still Find Value?
China's power sector is thriving with industry reforms and AI adoption, making China Power and Huaneng Power attractive. China Longyuan is a clean...
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State Companies’ Rush to Clean Energy Sparks Bubble Fears
China’s largest state-owned companies have poured hundreds of billions of yuan into wind and solar power projects, putting the country on course...
142 Views
China NPC: Implications of Government Working Report 2023
A 0.2pp higher budget deficit and a Rmb3.8trn special purpose bond quota suggested government spending will remain important economic driver. More...
503 Views
China Utilities: Your Hedge During War Time
Most of the clean and RE are still trading at discounted valuations despite the explosive growth last year. It's not too late to start owning some...
313 Views
HKEX's Sustainable and Green Exchange Is a Great Plan With Huge Potential, Now It's Time to Execute
The launch of HKEX's Sustainable and Green Exchange (STAGE) is a big deal. It is not about near-term earnings upside. You can forget about that....
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