Weichai Power's Mutually Beneficial Deals with Foreign Fuel Cell Companies
Last week, Weichai Power Co Ltd H (2338 HK)Â closed its previously announced deal making it the largest shareholder in Ballard Power Systems (BLDP...
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China Heavy Machinery-Back to Doldrums in 2019
We estimate China's heavy machinery sector sales turn weaker in 2019EÂ because Incremental demand on main machines, excavators, loaders, heavy duty...
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Global Fuel Cell Industry: Introducing the Publicly Traded Pure Plays
This is the third in a series of reports we are publishing on the global Fuel Cell industry. In this report, we introduce the publicly traded...
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Global Equity Strategy
Global equities continue to stabilize, with the MSCI ACWI’s 50-day moving average acting like a magnet as prices have oscillated above and below...
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EM Equity Strategy: Indonesia Perking Up; Overweight BRIC, Tech, and Health Care
Highlighted themes and actionable charts:Â Reiterating BRIC overweight. This country grouping continues to outperform broad EM, and we believe BRIC...
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