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Sinopec Engineering Group H (2386 HK)
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China
Sinopec Engineering (Group) Co., Ltd. provides petrochemical engineering and construction services.
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bearish
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Macroeconomics
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04 Jul 2016 17:34
China Economic Recap for June
Outlook on China’s PMI The month of June furthered the case that the Chinese economy has plateaued and potentially started declining again. With...
Christopher Balding
266 Views
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bearish
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Macroeconomics
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22 Jun 2016 05:40
Early Look June Economic Activity
Recent data of the excessively leveraged economy in China yielded few positive results. While data from previous months hinted that the Chinese...
Christopher Balding
296 Views
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bearish
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Thematic (Sector/Industry)
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03 Jun 2016 09:49
Innovation - A Sorry Tale in China
In order to advance, Chinese industry needs to become innovative. The track record to date is poor, with few examples of genuine innovation and...
Bixmoor
469 Views
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bullish
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Macroeconomics
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03 Jun 2016 00:24
Is Increased Chinese Output Leading to Higher Inventories?
With what we see as the stabilization of the Chinese real economy, though credit driven as noted, and growth in steel production among other...
Christopher Balding
345 Views
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bullish
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Macroeconomics
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02 Jun 2016 00:58
Post-PMI Data Release Analysis
We had predicted that official China PMI would increase and were forecasting 50.5. We were not even close as PMI remain unchanged at 50.1 for May....
Christopher Balding
287 Views
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