Chinese PMI Data Mildly Surprising
  POST PMI OF AUGUST IS VERY INTERESTINGThe PMI for August is out and intriguing. Compared to last month’s PMI of 49.9, this month’s PMI is .5...
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Kerry Logistics Network: Undervalued Mid-Cap Play on Rise of Modern Logistics in China, SE Asia
In this note we re-visit a theme introduced in our May note, Global Logistic Properties (GLP:SP) May Provide an Antidote to China’s Congestion...
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Early Reading on Chinese August Data
The Chinese economy always has potential to surprise because of its tendency to bounce back from economic decline. It is however, no surprise that...
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July Output in China Indicates Further Economic Weakening
The start of third quarter didn’t bring any good news for the Chinese economy. With the manufacturing deteriorating and RMB barely able to maintain...
280 Views
Improving China's Environment
President Xi Jinping has proposed a new management system for environmental monitoring agencies. This is positive news, but these reforms will only...
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