Business Transformation Is the Theme in 2022 and Some Interesting Companies to Watch
Business transformation will stay as an important theme for 2022 and we highlight Yankuang Energy, Anhui Conch Cement, China Energy Engineering and...
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China's Hydrogen Economy: More Excitements into 2022
China's push for hydrogen energy use is likely to further escalate in 2022, following a soon-to-be announcement of top-level design plan for the...
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China's Hydrogen Economy: Some HK-Listed Names to Watch
We looked into how CIMC Enric, Dongfang Electric, Weichai Power and Dongyue Group position in China's rapidly developing hydrogen economy amid the...
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Quiddity Weekly H/A: Spread & Southbound Monitor - Going Into Year End
An H/A Spread Monitor Project offering a brief look at recent changes in H-Share and A-Share spreads, Southbound flow and impact, and where the...
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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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