Narrow Bodies Equal Fat Profits: How Investors Can Capitalize on the Aerospace Boom
This year marks the start of an unprecedented production increase in narrow-body passenger aircraft, a category that we believe is the major profit...
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Air China H1 Result Shows Progress on Cost-Cutting, OP up 20% Y/Y; Negative Read-Through for Ctrip
Air China Ltd (H) (753 HK)Â H1 results (out late in the day on August 30th) showed continued success in cost-cutting, specifically efforts to reduce...
245 Views
Container Shipping -Â Freight Rates Bottoming Out ?
Carriers have withdrawn extremely low spot market freight rates on some, but not all, routesDrewry’s Global Freight Rate Index, a weighted average...
249 Views
Growing Worries of China's Private Entrepreneurs
It has been noted that private sector investment in China has been weakening, but less commented upon is the massive increase in state-sector...
267 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