Chinese Transport Data and What It Says About the Economy
Transportation as a whole is flat, with the exception being air travel. However, growth in air travel we believe is driven by higher income...
145 Views
Listed Chinese Banks Results Underwhelm
-Operating revenue and operating cost are on par; growth is not outpacing operation costs.-Earning per share is diluted undercutting overall...
146 Views
Hong Kong Economy & Peg - What China Slowdown? What Threat?
Hong Kong has been making the headlines. The gap between Hong Kong money market rates and US rates has led to a bout of currency weakness as...
128 Views
Chinese Aluminum Prices Look to Fall
We believe downward price pressures are evident in aluminum pricing. This is backed up by futures markets and LME duration spreads. Aluminum...
106 Views
Corporate and Consumer Sentiment in China Remain Strong
We believe over household and corporate sentiment is relatively strong. Leaving aside the data, based upon our conversations in China, we believe...
146 Views