Primer: China National Chemical Engineering Company A (601117 CH) - Dec 2025
China National Chemical Engineering Co., Ltd. (CNCEC) is a leading engineering and construction company, specializing in the chemical,...
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China Construction Sector – Multiple drivers to achieve Valuation with China characteristics
China SOE construction names have outperformed the index YTD on the back of the “Valuation system with China characteristics” (ä¸ç‰ąäĽ°).
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Trump's Executive Order on Chinese Military Companies
The White House announced an Executive Order prohibiting "US persons" from "providing capital" to a list of "China Military Cos" which has been...
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Industrial Capsule: Extraction of Crude Petroleum and Natural Gas in China
Gas production to drive growth as oil production continues to fall. Natural gas output grows, supported by increasing domestic demand. China...
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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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