ENTITY

China Oilfield Services H (2883 HK)

173
Analysis
Energy • China
China Oilfield Services Limited provides oilfield services. The Company provides geophysical prospecting, drilling, oilfield technology development, and other services. China Oilfield Services also operates transportation businesses.
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•06 Jan 2016 20:11

What You Might Have Missed but Should Not on China's Supply-Side Reform

We have quite a few market surprises this year, especially from China, not to mention those from Middle East. Here I would like to mention a very...

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•06 Jan 2016 01:19

The Sunni-Shia Canard

The Middle East has already hit the headlines in 2016 as the relationship between Saudi Arabia and Iran deteriorated further after the execution of...

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•02 Jan 2016 15:15

Top 5 Macro Trades in 2016Q1

This is a very short note on my top 5 trade recommendations in 2016 after the close of 2015 based on my previous note of 2016 outlook (i.e. be...

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•25 Dec 2015 00:30

Be Aggressive in Q1 2016 and Be Defensive Through Rest of 2016

This is a quick note on macro views in 2016. The analysis is largely based on cycles of industrial production, inventory levels, real estate...

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•24 Dec 2015 12:46

2016: A Year of Reckoning, But Possibly Not as Painful For The Prepared

I've been on the road meeting clients, ex-clients and friends and will have more to report after the holidays. But wanted to flag some takeaways...

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