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
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
Saudi Aramco and China’s Rongsheng Plan Closer Tie-up
Saudi Aramco and its Chinese partner Rongsheng Petrochemical Co. Ltd. have agreed to deepen their tie-up further by taking a stake in each other’s...
591 Views