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- 2014-06-11 00:00:00China Banks:Undergoing loosening will trigger trading opportunities
- 2014-06-05 00:00:00BYD (1211 HK):At the inflection point
- 2014-05-20 00:00:00China Chemicals:Fertilizers stink fluorine chemicals are cool
- 2014-05-19 00:00:00China Banks:New interbank rules more benign than expected
- 2014-05-13 00:00:00China Banks:The sheriff has arrived – regulator targets off-balance……
- 2014-05-09 00:00:00Shipping update:Time to accumulate bulk shipping stocks
- 2014-05-05 00:00:00Bank of Communications:Losing steam
- 2014-05-05 00:00:00China CITIC Bank (998 HK):Duckling now a swan
- 2014-05-04 00:00:00Industrial and Commercial Bank of China (1398 HK) : The elephant can……
- 2014-05-03 00:00:00China Merchants Bank (3968 HK):Strong results, but can they sustain?
- 2014-04-30 00:00:00Agricultural Bank of China (1288 HK):Leveraging its rural deposit fr……
- 2014-04-30 00:00:00China Minsheng Banking Corp. (1988 HK):Walking on thin ice
- 2014-04-28 00:00:00Bank of China (3988 HK):Happy days are here again
- 2014-04-23 00:00:00ZTE Corporation (763 HK):Best 4G capex proxy play
- 2014-04-10 00:00:00China Construction:Railway FAI target higher than expected
- 2014-04-09 00:00:00Power Transmission and Distribution Equipment:Things will be great w……
- 2014-04-04 00:00:00China Construction:Railway FAI to reaccelerate
- 2014-04-03 00:00:00China Auto:So far so good
- 2014-04-02 00:00:00Bank of Communications (3328 HK):Stuck in the mud
- 2014-04-02 00:00:00Anhui Conch:Entering an expansion phase
- 2014-04-02 00:00:00China Railway Construction Corporation:Buy at a bargain
- 2014-04-01 00:00:00China COSCO Holdings (1919 HK):Containing the damage but de-rating c……
- 2014-03-28 00:00:00China Shipping Container Lines (2866 HK):Stuck on a sandbar
- 2014-03-28 00:00:00Bank of China (3988 HK):Overseas business looking up
- 2014-03-27 00:00:00China Communications Construction (1800 HK):Cheaper than 2011 trough……
- 2014-03-27 00:00:00Agricultural Bank of China (1288 HK) : Rural banking more a blessing……
- 2014-03-25 00:00:00Great Wall Motor (2333 HK):Solid performer
- 2014-03-24 00:00:00BYD:Heading in the right direction
- 2014-03-20 00:00:00China Shipping Development (1138 HK):Not sinking but still bailing w……
- 2014-03-14 00:00:00China Oil & Gas Sector:SOE reform unlocking value
- 2014-02-27 00:00:00BYD (1211 HK) : Turning the corner
- 2014-02-21 00:00:00Great Wall Motor:Proxy for investing in China SUV growth
- 2014-02-17 00:00:00Hong Kong Banks:Growth slowdown ahead
- 2014-02-07 00:00:00China Property Credit Survey | No. 1-2014:Worse than we thought
- 2014-01-27 00:00:00Hong Kong Banks:Questioning conventional wisdom
- 2014-01-17 00:00:002014 China Auto Outlook:Shifting gears
- 2014-01-17 00:00:00Anhui Conch:Beneficiary of the M&A theme
- 2014-01-15 00:00:00China Property Monthly:The challenging year ahead
- 2014-01-06 00:00:00Hong Kong Banks:At a glance... (HKMA November statistics, chartbook)
- 2013-12-24 00:00:00China Property Investment Update:Christmas gifts from the China Prop……
- 2013-12-23 00:00:00China Banks:Seeing the value
- 2013-12-18 00:00:00China Construction:Railway infrastructure FAI update
- 2013-11-27 00:00:00China Property Investment Update : Further corrections then a reboun……
- 2013-11-18 00:00:002014 China Property Outlook:In like a lion, out like a lamb
- 2013-10-31 00:00:00China Property Investment Update:Golden Season ends with a clearer p……
- 2013-08-01 00:00:00China Property Investment Update:Softer, gentler property curbs
- 2013-07-25 00:00:00China Property Outlook : Flying through an opening in the clouds
- 2013-07-17 00:00:00China Property Investment Update : For Agile, life’s a beach
- 2013-07-01 00:00:00China Property Credit Survey:Worsening credit outlook hurts only sma……
- 2013-06-20 00:00:00China Property Investment Update:Limited downside risks hinted from ……
- 2013-06-07 00:00:00China Property Investment Update:The SUNAC also rises
- 2013-05-21 00:00:00China Property Investment Update:Rising ASPs and robust upgrade dema……
- 2013-04-25 00:00:00China Property Investment Update
- 2013-04-12 00:00:00China Property Mortgage Survey : Surge in March ASPs to abate in Apr……
- 2013-04-07 00:00:00China Property Outlook : Solid FY12 results followed by predicted po……
- 2013-03-08 00:00:00China Property Investment Update:Expecting solid FY12 earnings growt……
- 2013-03-04 00:00:00China Property Investment Update:The other shoe drops
- 2013-01-31 00:00:00China Property Investment Update:Home loan tightening in hot regiona……
- 2012-10-23 00:00:00China Property Investment Update:After the storm comes the calm – m……
- 2012-10-10 00:00:00China Property Investment Update:Toll-free highways taking a toll –……
