CHINA ECONOMY: Thoughts and implications post the rate cut
The PBOC announced on Saturday that it will cut the benchmark deposit and loan interest rates by 0.25 basis point starting March 1. We have been...
410 Views
Implications and Fallout from Absolute Corruption of the Political Elite
I recently had occasion to update my thinking on China, its massive waste generation in the last 10-15 years, and Chinese Communist Party members...
457 Views
CHINA SOE REFORM: Thoughts and implications of OIL MERGER rumours
Local press has been heavily speculating that we will get a detailed announcement of the SOE reform plan by March, where the number of central SOEs...
427 Views
IDEA UPDATE: Buy CSR (1766 HK) - Several positive announcements today
China rail and construction stocks are very strong in the A-share market, with CSR up 7% in China and 4% in HK. We remain buyers of the stock...
414 Views
Buy CSR (1766 HK) - Opportunity to ADD due to technical weakeness
CSR (1766 HK) has been week lately, following (a) technical selling after the regulator banned stock borrow into the EGM. This completed on Monday...
394 Views