Smartkarma Webinar | Understanding China's Latest Stimulus
On 13 July, 5pm SGT, join our Webinar on China's latest potential stimulus, featuring Analysts Said Desaque and Osbert Tang.
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China Stimulus: These Are the Key Beneficiaries
Potential massive special purpose bond issuance by local governments in 2H22 (brought forward from 2023) will provide a much-needed boost to the...
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China Infrastructure: Record Special Purpose Bonds Issuance to Drive Construction Sectors in 2H20
China's issuance of special purpose bonds (SPB) reached a record of Rmb2.4trn in 1H20, an overwhelming 73% YoY growth. At least 59% of the proceeds...
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China Rail: The Investment Train Will Miss This Station in 2020E
At the end of May, interview in the local media with contact from China State Railway Group clarified that Rmb100bn increment (mentioned in GWR on...
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China Rail: Implications of the Beijing-Shanghai High Speed Railway IPO
IPO of Beijing-Shanghai High Speed Railway Co was approved last month, which we consider to be a good start for China Railway to introduce...
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