China Transportation: In-Depth Look into April Export Figures and Readthrough to Sea and Air Freight
China's export growth (US$ terms) of 3.5% YoY in Apr reversed the trend of decline in 1Q20, but a deeper look is needed for discovering the...
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A-H Premium Weekly (May 22nd): China Longyuan Power, Eastroc, CIMC, Remegen
We analyzed A-H premium changes in the past week and highlight A-H premium changes for China Longyuan Power, Eastroc, CIMC, Remegen.
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Riedel Bloomberg Interview Focuses on Best EM Opportunities Now and Outlook for 2019
David Riedel was interviewed on Bloomberg last Friday. The audio is attached here with elaboration on the points and specific, actionable...
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The Latest Government FAI Target Warrants Stable Growth Prospects for Infrastructure Sector
The latest gathering of China’s National People’s Congress has produced some reassuring news for the domestic infrastructure sector. In our view,...
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China Distressed Assets on Taobao
About a year and a half ago, many of the major business media (Financial Times, Wall Street Journal, and Bloomberg) reported on the sale of Chinese...
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