How Will China's SOE Corporate Governance Reforms Impact Those Listed Abroad?
In early May, China's State Council issued a document requiring the country's state-owned enterprises (SOEs) to reform their corporate governance....
464 Views
China: Can Beijing Maintain the Policy Balancing Act Through 2017? (Part 2 of 8)
In this insight, we highlight some recent developments on the policy front in China before commenting on the tactical indicators. The main current...
326 Views
Softening Coal Prices and Improving Demand Will Drive a Better 2017 Outlook for Coal-Fired IPPs.
Despite improving power demand, China’s coal-fired independent power producers’, or IPPs’, fourth-quarter profits are set to be hit by surging coal...
8.2k Views
Raising Fair Value Estimates for City Gas Operators After Extending Our Forecast Periods
After extending our explicit forecast periods to 10 years from five years, w e have raised our fair value estimate for China Gas Holdings Ltd (384...
861 Views
HSCI / HK Connect (March 2026) Post-Event Review: What Worked, What Didn't
HK Connect Mar 2026 implementation cycle is completing. ADD reversed the WAI drawdown at implementation. DELETE continuation worked post...
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