A recent article in the Bloomberg BusinessWeek magazine titled There’s a New Silk Road, and It Doesn’t Lead to the U.S. discussed the growing trade ties between emerging markets. From the article: “As the U.S. emerges from the recession, American investors often wonder where the growth is going to come from. Perhaps they should talk …
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Out of the many Chinese stocks that are now available to US investors, two stocks that may warrant a look are chemical makers Chemspec International (CPC) and Sinopec Shanghai Petrochemical (SHI). Just like banks are the most important part of an economy, chemical companies are critical to the growth of other industries. This is simply …
One of the fast growing sectors in China that is often overlooked by investors is the healthcare market. One reason for this is that very little information is publicly available about the Chinese healthcare industry. CLSA Asia Pacific Markets undertook an unprecedented look into the healthcare market and has published a 300+ page comprehensive report …
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The World Bank released its latest China Quarterly Update last month. The following are some of the key takeaways from this report: 1. In the first quarter of this year, a large portion of lending still went to local government investment platforms (LGIPs) as the chart below shows. After infrastructure, local governments invest heavily in …
Continue reading ‘China’s Infrastructure and Real Estate Spending Continues to Remain High’ »
In order to identify the largest publicly-listed Chinese companies I used the S&P/CITIC China 30 index. This index “covers the largest, most liquid Mainland Chinese companies with listings outside of Mainland China, providing foreign investors exposure to China’s growing economy. The index is representative of listed blue chip Chinese enterprises, and is drawn from the …
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