Ports Outlook - Modest Earnings Growth in 2018
Global throughput strengthened in 2017, with Drewry Maritime Research revising upwards the year-on-year growth from 5.5% to 6.0%. While the pace...
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Chinese Port Operators - Core Earnings Remain Weak
Chinese Port Operators - Core Earnings Remain WeakChinese ports have had a respectable stock price appreciation since releasing their financial...
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The Latest Government FAI Target Warrants Stable Growth Prospects for Infrastructure Sector
The latest gathering of China’s National People’s Congress has produced some reassuring news for the domestic infrastructure sector. In our view,...
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China Still Lucrative for Businesses Despite the Rising Wage Rates
China’s wage has been increasing and is now higher than some of its peers. This means operating in China involves paying more in wages, which can...
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China Distressed Assets on Taobao
About a year and a half ago, many of the major business media (Financial Times, Wall Street Journal, and Bloomberg) reported on the sale of Chinese...
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