A Brief History of Corporate Governance Nightmares at China's Flagship Shipping Companies
Yes there are a few good China companies out there. In general a company like China Merchants has a good long term theme going for it (see April...
426 Views
Quiddity Leaderboard CSI 300/ββ500 Jun26: US$7.8bn Combined One-Way Flows
There could be US$7.8bn combined one-way flow for the CSI 300 and CSI 500 index rebal events in June 2026. However, tracking AUMs have been...
278 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...
493 Views
A-H Premium Weekly (Feb 6th): China Oilfield Services, Huaxin Building Materials
We analyzed A-H premium changes in the past week and highlight A-H premium changes for China Oilfield Services, Huaxin Building Materials, Cngr...
294 Views
A-H Premium Weekly (Jan 30th): China Railway, CNOOC, Ningbo Joyson Electronic, YOFC, Tianqi Lithium
We analyzed A-H premium changes in the past week and highlight A-H premium changes for China Railway, CNOOC, Ningbo Joyson Electronic, YOFC, Tianqi...
234 Views