What You Might Have Missed but Should Not on China's Supply-Side Reform
We have quite a few market surprises this year, especially from China, not to mention those from Middle East. Here I would like to mention a very...
375 Views
ACC, Holcim & Anhui Conch: A Cross-Country Benchmarking Study of Cement Sector Leaders
In preparing this insight, I have tried to compare ACC (as an Indian Cement Sector Proxy) to Holcim and Anhui Conch. Â I discuss Long Term trends...
519 Views
CSI 300 Index Earning Revision (Oct): Wuliangye, China Life, SPDB, BYD
We analyzed CSI 300's consensus for Oct 2025 and highlighted changes of EPS in Wuliangye (000858 CH), China Life (601628 CH), SHANGHAI PUDONG...
573 Views
Primer: Rongsheng Petro Chemical A (002493 CH) - Sep 2025
Rongsheng Petrochemical operates one of the world's largest and most integrated refining and petrochemical complexes, providing significant...
171 Views
CSI 100 Index Earning Revision (Jun): Industrial Bank, Satellite Chemical, Zhejiang Nhu
We analyzed CSI 100's consensus for Jun 2025 and highlighted changes of EPS in Industrial Bank (601166 CH), Satellite Chemical (002648 CH),...
351 Views