Quiddity Weekly H/A: Spread Monitor & Southbound Flows [Week to 29 Jun 2018]
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 Railway Reform: Full Steam Ahead
Market-oriented regulatory changes will boost the sector's returns; Best Idea Guangshen Railway remains our top pick.Reform of China's railway...
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How Will China's SOE Corporate Governance Reforms Impact Those Listed Abroad?
In early May, China's State Council issued a document requiring the country's state-owned enterprises (SOEs) to reform their corporate governance....
438 Views
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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Clouds Ahead for Foreign Aircraft Sales in China?
Aircraft manufacturers Airbus and Boeing are bullish about sales prospects in Asia, but is it a bit too early to write off China's aerospace...
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