Call with Singamas: Tales of Hanjin, Water Based Paints, and New Reefer Plant
We recently had a call with management from Singamas Container Hldgs (716 HK), the second largest container manufacturer in the world after China...
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China's New Silk Road Projects: Six 'One Belt, One Road' Investment Ideas
This note is intended to be a companion piece to Howard J Klein's new piece, A Time Traveler’s Guide to Xi’s Epic Silk Road Project: Who Really...
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The Latest Government FAI Target Warrants Stable Growth Prospects for Infrastructure Sector
The latest gathering of China’s National People’s Congress has produced some reassuring news for the domestic infrastructure sector. In our view,...
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China Still Lucrative for Businesses Despite the Rising Wage Rates
China’s wage has been increasing and is now higher than some of its peers. This means operating in China involves paying more in wages, which can...
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China Distressed Assets on Taobao
About a year and a half ago, many of the major business media (Financial Times, Wall Street Journal, and Bloomberg) reported on the sale of Chinese...
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