China Pulp & Paper: Factory Visits in Dongguan at Nine Dragons (2689 HK) And Lee Man Paper (2314 HK)
Last week I spent two days in Dongguan (Guangdong province) Visited factories of both Nine Dragons Paper Holdings (2689 HK) and Lee & Man...
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A-H Premium Weekly (Apr 17th): China Longyuan Power, PICC, China Coal Energy, Hans Cnc
We analyzed A-H premium changes in the past week and highlight A-H premium changes for China Longyuan Power, PICC, China Coal Energy, Hans Cnc.
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Steel in China- No Government Capacity Shutdown
This is a big topic that I find myself addressing to investors each quarter for the past 10 years as a steel analyst from where I live in Beijing,...
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A-H Premium Weekly (Apr 10th): ABC, Weichai Power, CICC, ICBC
We analyzed A-H premium changes in the past week and highlight A-H premium changes for ABC, Weichai Power, CICC, ICBC. We analyse the changes of A...
154 Views
China Housing: Strong Recovery but Debt and Vulnerabilities Rise
In this post, Evidente draws on recent analysis undertaken by the RBA of developments in China's residential property markets. Thanks to a number...
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