China Macroeconomics & Academia

Christopher Balding

Thematic (Sector/Industry)

Given the recent run up in Chinese steel prices and the stock prices of producers, it is fair to ask is this being driven by increased demand for products with the coming building season and potential stimulus or by traders. All evidence points to the idea that steel price increases are driven by traders and not underlying activity. This appears to create excellent opportunity for a short play in the commodity sector and Hong Kong listed Chinese steel producers. Both steel and coal output and…

Given the recent run up in Chinese steel prices and the stock prices of producers, it is fair to ask is this being driven by increased demand for products with the coming building season and potential stimulus or by traders. All evidence points to the idea that steel price increases are driven by traders and not underlying activity. This appears to create excellent opportunity for a short play in the commodity sector and Hong Kong listed Chinese steel producers. Both steel and coal output and…

We ask the questions that need to be asked, Hong Bao Media Holdings Pte Ltd

Mark Laudi • Investor Central

We ask the questions that need to be asked

Hong Bao Media Holdings Pte Ltd

COSCO SHIPPING International (Singapore) / ESG

COSCO Corp's Annual Report couldn't be more hard hitting. Line after line of the new Chairman's statement reminds shareholders just how difficult times are.But beyond the doom and gloom of the industry and the difficulty COSCO is having to stay afloat - with a debt-equity ratio of a whopping 6x - there is a silver lining. First, that the company appears to be pulling out all the stops to keep orders coming in. And second, that there is no whiff of obfuscation.

COSCO Corp's Annual Report couldn't be more hard hitting. Line after line of the new Chairman's statement reminds shareholders just how difficult times are.But beyond the doom and gloom of the industry and the difficulty COSCO is having to stay afloat - with a debt-equity ratio of a whopping 6x - there is a silver lining. First, that the company appears to be pulling out all the stops to keep orders coming in. And second, that there is no whiff of obfuscation.

Information Technology Consultant

Ishita Jain

In 2013, Xi Jinping launched the One Belt One Road (OBOR) initiative. The aim of the initiative was to connect major Eurasian economies through infrastructure, trade and investment. At the heart of OBOR lay the creation of a 'belt' and a 'road'. Given the scope and geographical spread of the initiative, many expected OBOR to contribute to the regional economies, spur overseas infrastructure spending by China and encourage regional cooperation. As we review OBOR's progress three years since its launch, we'll look at a few OBOR success stories and the risks that still mar the initiative.

In 2013, Xi Jinping launched the One Belt One Road (OBOR) initiative. The aim of the initiative was to connect major Eurasian economies through infrastructure, trade and investment. At the heart of OBOR lay the creation of a 'belt' and a 'road'. Given the scope and geographical spread of the initiative, many expected OBOR to contribute to the regional economies, spur overseas infrastructure spending by China and encourage regional cooperation. As we review OBOR's progress three years since its launch, we'll look at a few OBOR success stories and the risks that still mar the initiative. 

Macroeconomics

Chinese economic activity appears to be stabilizing in April.  We are not witnessing a pullback from the expansion in the real economy we saw post Chinese New Year in March but nor are we witnessing continued expansion.  Given the explosion in credit, the relative lack of continued expansion should be cause for concern.

Chinese economic activity appears to be stabilizing in April.  We are not witnessing a pullback from the expansion in the real economy we saw post Chinese New Year in March but nor are we witnessing continued expansion.  Given the explosion in credit, the relative lack of continued expansion should be cause for concern.

Chinese Flash Numbers Fail to Build on Post-New Year Bounce

Leading Independent Investment Research, Morningstar, Inc.

Morningstar

Leading Independent Investment Research

Morningstar, Inc.

Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. We offer an extensive line of products and services for individual investors, financial advisors, asset managers, and retirement plan providers and sponsors. 

Morningstar provides data on more than 500,000 investment offerings, including stocks, mutual funds, and similar vehicles, along with real-time global market data on more than 16 million equities, indexes, futures, options, commodities, and precious metals, in addition to foreign exchange and Treasury markets. Morningstar also offers investment management services through its investment advisory subsidiaries, with more than $180 billion in assets under advisement or management as of June 30, 2015. We have operations in 27 countries.

Download the Morningstar Fact Sheet : http://corporate.morningstar.com/US/documents/MarketingFactSheets/AboutMorningstarFactsheet.pdf

Equity Bottom-Up

Cosco Pacific, has became a pure port operator following a successful restructure, by swapping the challenging container-leasing business with relative resilient port assets.It is now the world's second-largest container terminal operator and investor, dominating 12% market share, with overall throughput of 79 million 20-foot equivalent units.Analyst: Jennifer Song

Cosco Pacific, has became a pure port operator following a successful restructure, by swapping the challenging container-leasing business with relative resilient port assets.It is now the world's second-largest container terminal operator and investor, dominating 12% market share, with overall throughput of 79 million 20-foot equivalent units.Analyst: Jennifer Song

High-Quality and Well-Located Assets Support Higher Growth, While Massive Investment Weighs on ROIC.

China

COSCO SHIPPING Holdings Co., Ltd. offers shipping services. The Company provides container shipping, terminal operation, bulk shipping, and container leasing services. COSCO SHIPPING Holdings conducts businesses worldwide.

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COSCO SHIPPING Holdings (601919 CH)

The Future of Chinese Steel Prices

Given the recent run up in Chinese steel prices and the stock prices of producers, it is fair to ask is this being driven by increased demand for...

Christopher Balding

COSCO Corp: No Sugar Coating Here

COSCO Corp's Annual Report couldn't be more hard hitting. Line after line of the new Chairman's statement reminds shareholders just how difficult...

Mark Laudi • Investor Central

One Belt One Road - Three Years On

In 2013, Xi Jinping launched the One Belt One Road (OBOR) initiative. The aim of the initiative was to connect major Eurasian economies through...

Ishita Jain

Chinese Flash Numbers Fail to Build on Post-New Year Bounce

Chinese economic activity appears to be stabilizing in April. We are not witnessing a pullback from the expansion in the real economy we saw post...

Christopher Balding

High-Quality and Well-Located Assets Support Higher Growth, While Massive Investment Weighs on ROIC.

Cosco Pacific, has became a pure port operator following a successful restructure, by swapping the challenging container-leasing business with...

Morningstar, Inc.

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