Gold Strong As Other Assets Fail To Perform 17 July 2010
Steel - POSCO On Track For Strong 2010 Recovery 14 July 2010
Yuan Longping Makes Moves 7 July 2010
China Power - Chengdu Power Cuts Not Isolated 6 July 2010
June Sedan Sales Down 8% m-o-m - Inventories Up 6 July 2010
China Power - Blackouts Return 1 July 2010
Texwince - Stronger 2011 Prospect 28 June 2010
Steel - Market Overreacting to Removal of Export Tax Rebate 2 4 June 2010
Steel - Baosteel Cuts Prices, Long-Term Outlook Still Bullish 4 June 2010
Auto Dealer Survey - May Sales Pich Up Though Inventories Remain High 4 June 2010
China Property - First Price Decline This Cycle 1 June 2010
Hollysys - Changes to The Board of Directors 1 June 2010
Steel - Angang Group Confirms Merger with Panzhihua 26 May 2010
China Unclear - The Whisper Gets Louder 20 May 2010
Hollysys - Nuclear Opportunity 18 May 2010
Mindray - Share Price Drop Looks Overdone 17 May 2010
Sedan Sales - Manufacturer Inventories Building Despite April/May Sales Rebound 12 May 2010
ZTE - ZTE Says Its Not Worried About Indian Reports 11 May 2010
Steel - Auto Slowdown Not a Major Concern for Steel, Bao's Q1 Very Strong 7 May 2010
R&D Note - Microsoft's First Win in China 4 May 2010
Steel - Q1 Results Confirm Recovery, Iron Ore Pricing Settled 30 April 2010
Sany Heavy Equipment - Improving Mining Safety, Mechanisation 27 April 2010
Sany Heavy Industry - Hong Kong Listing Planned 26 April 2010
China South Locomotive's 2009 Earnings In Line, Growing 32% in 2010 23 April 2010
Construction Machinery - Consumption Brought Forward ? 22 April 2010
Steel - Angang's 2009 Earnings Below Expectations But Recovery Ahead 21 April 2010
Steel - Maanshan's Q1 Results Confirm Recovery 21 April 2010
Zhuzhou CSR's 2009 Earnings Grew In Line With Expectations, Further Strength Ahead 20 April 2010
China High Speed Transmission - Earnings Beat Expectations, Strong Wind 19 April 2010
Steel - Iron Ore Prices Not a Reason To Sell Steel 15 April 2010
China Autos - Geely Results Disappoint, But Current Valuation Attractive 15 April 2010
China Autos - Sharp Adjustment Ahead 14 April 2010
R&D Notes - China's Own Standard Aids Rail-Related Companies 14 April 2010
R&D Notes - SmartHeat Could Be Increasingly Nuclear 13 April 2010
China Property - Concentrated Press Coverage A Prelude to Policy Change 12 April 2010
ZTE - 2009 Growth Led Industry, Momentum Into 2010 9 April 2010
R&D Notes - Thinking Differently About Current Technology 8 April 2010
Expressway - Anhui Expressway Should See 14% Better Earnings in 2010 8 April 2010
Steel - Baosteel Should See a Strong Recovery in 2009 6 April 2010
Zhenhua Heavy - Weak 2009, Strong Prospects In New Products 6 April 2010
US and China Have A Temporary Deal 6 April 2010
SmartHeat 2009 Earnings Slightly Low - Strong Growth Trend Intact 6 April 2010
Simcere 2009 Results - R&D Expenditure Above Expectations 1 April 2010
Steel - Steel Prices Keeping Up With Iron Ore Costs 31 March 2010
Guangxi Liugong - 2009 Above Expectations, Raising 2010 Forecasts, Maintain Buy 25 March 2010
Google Move Unlikely To Benefit Baidu Significantly - May Not Even Harm Google That Much 25 March 2010
China Unicom Results Below Forecast - Outlook Still Difficult - Maintain Sell 25 March 2010
China Property - SASAC's Order Only Symbolic 24 March 2010
Expressways - Shenzhen Expressway Set To See Strong Earnings Rebound 23 March 2010
China Automation - Benefiting From China's Need For Higher Efficiency, Safety 22 March 2010
China - Property Shnaghai Fair Trends 18 March 2010
Jinpan 2009 Results In Line - 2010 Guidance Low 17 March 2010
CPI - Does Not Worry Us 11 March 2010
Sedan Sales - January/February 5% Growth Slowest Since April 10 March 2010
China Property - Prices Stable So Far In 2010, Inventory Cycle To Reverse 8 March 2010
China Mobile - Downgraded To Hold 4 March 2010
Textile Labour - Quoted Companies Not Affected Much In Short Term 4 March 2010
China Mobile - Reversing Long-Held Sell Recommendation to BUY 25 February 2010
China - Monetary Policy Made Clear By Central Committee 23 February 2010
China Property - Asset Prices Unchanged January, Slow February, Critical March 10 February 2010
Sedan Sales - Dealers Report January Growth Slowing To +10% y-o-y Not 112% 10 February 2010
China - China Mobile New Adds Shares Falls To Our Expected Range 20 January 2010
China Loan Growth - Caught Regulator's Attention 20 January 2010
Steel - POSCO's 2009 Results Point to Continued Recovery 15 January 2010
China Sedans - Strong December Though Weaker January Start 13 January 2010
Copenhagen and After - The View Of China 22 December 2009
Steel - Firm Sentiment 18 December 2009
China - November Number's Contain Few Surprises 11 December 2009
Texwinca - Expect a Strong Second Half FY2010 11 December 2009
China Property - Policy Tone Set For 1H10 10 December 2009
China - Sedan Sales Reaccelerate In November: +50%, Inflation Creeping In 8 December 2009
China - Texwinca Results In Line, Highlight Industry Trends: Consolidation, High Efficiency 8 December 2009
Steel - POSCO Continues With Sound Strategy 3 December 2009
China - China Mobile Numbers Show It Is No Longer A Growth Stock 20 November 2009
Sany Heavy IPO - Strong Parent, Attractive Segment 16 November 2009
China Data - Mixed But Comparisons Hard 11 November 2009
Skyfame - Typical Debt Problem, Untypical Result 11 November 2009
China Autos - Cash For Clunkers Limited Success 10 November 2009
China - Sedan Sales Growth Steadies In October At 35% 9 November 2009
Steel - Inventory and Production Easing 9 November 2009
Construction Machinery - Sany Heavy and Guangxi Liugong Show R&D Prowess 6 November 2009
China Property Prices - Growth Slowing Though Policy Spurs Interest 6 November 2009
China Recovery Broadens - Confirms Bag Man 4 November 2009
China - Sany Group's Mining Division's IPO Well Worth a Look 3 November 2009
China Property - End of Supporting Policy May Distort Short Term Volume 28 October 2009
Sedan Sales - September Slowdown, But Still Strong 14 October 2009
Steel - Prices Should Rebound Before Year End 14 October 2009
China Property - The IPO To Watch -- Longfor 14 October 2009
China National Day Holiday - Retail Sales Strongest This Year 9 October 2009
China - Lonking Holding's Profit Warning Not Representative of the Industry 18 September 2009
Steel - Prices Continue to Correct as Inventories Rise, But Should Rebound Before Y/E 18 September 2009
China Macro - Growing Base Effect Influence In Second Half 16 September 2009
Construction Machinery - China Increasingly Important for Japanese Companies 15 September 2009
China's August Macro Numbers - Few Surprises 11 September 2009
China Car Sales - August Even Stronger 4 September 2009
China Property - Affordability Stretched Again in Key Cities 21 August 2009
Steel - Short-Term Correction Expected, Buy Long-Term 11 August 2009
China - Monetary and Fiscal Policy - No Change 10 August 2009
China Electricity - Industry Recovery Suggested 7 August 2009
China Car Sales - Strongest Yet 7 August 2009
China Property - Avoiding The Gamblers 6 August 2009
China Data - Looks Plausible At Last 5 August 2009
Steel - Tata Steel's GDR Issue Improves Balance Sheet 24 July 2009
China Telecoms Subs - Market Maturity Limits Growth 22 July 2009
Indonesia - A Changing of the Southeast Asian Market Order 10 July 2009
Passenger Car Sales - Restocking Continues in June 9 July 2009
China Sedan Sales - Acceleration to 15% y-o-y, Stockpiling Almost Over ? 2 July 2009
US Planting Intentions and EI Nino Clarification 1 July 2009
EI Nino - Starting To Attract Attention 30 June 2009
China Consumers - Starting To Buckle? 13 June 2009
China Inflation - Fears Drive May Gold Sales Strongly 12 June 2009
China Inflation - Deflation Should End In Third Quarter 10 June 2009
Car Sales - Restocking Explains Strong May Number 9 June 2009
EI Nino Update - Palm Oil Yields To Fall and Prices Rise 3 June 2009
Expressway - Shenzhen's Purchase Will Stretch Balance Sheet Further 2 June 2009
Steel - New Contract Iron Ore Prices Still Above Spot Prices 26 May 2009
China Construction Equipment - Caution For The Bulls 18 May 2009
Steel - Tata Steel Will Likely Shut Teesside Plant at Corus 11 May 2009
China Auto Sales - 33% Sedan Sales Growth Misleading 11 May 2009
China - China Electricity Output Down 4% in April 5 May 2009
Auto Sales - Slowdown Continues In April 29 April 2009
Greentown - The Worst May Still Be Ahead 24 April 2009
China - China Electricity Output Down 4% in April - Watching For Hiccup 24 April 2009
China Property - PRD Volumes Shrink, Reversal Ahead? 21 April 2009
China Telecoms - China Mobile Already Suffering From Competition 20 April 2009
Expressways - Fund Raising Could Spell Asset Injections 20 April 2009
China GDP - Not Out of the Woods Yet 16 April 2009
China Property - How We View Voices From CASS 14 April 2009
China Property - Inconsistent Data, Price Trend Down 13 April 2009
Steel - Protectionism Will Rise 9 April 2009
China Autos - Nothing To Get Excited About 9 April 2009
Steel - Beijing Takes Control of CITIC Pacific 8 April 2009
China - Property Sales Volume Sustainable ? 8 April 2009
Steel - Could Remains Over CITIC Pacific 6 April 2009
Palm Oil and Softs - EI Nino Warning 2 April 2009
Auto Sales - Steady In March But May Fade 1 April 2009
China - Coca-Cola Deal Unwanted By Both Sides 23 March 2009
China Mobile - Scope For Disappointment In 2009 20 March 2009
China Exports - February Bad by Any Reckoning 11 March 2009
China Wheat - Drought Fears Misplaced 11 March 2009
Falling Phone Usage - APRUs Under Pressure 10 March 2009
China Autos - Strong February Rebound 10 March 2009
China Inflation - February The Trough 10 March 2009
Property Volume Recovery - Reaction to Discounts 5 March 2009
China Autos - Dealer Sales Recovery Continues In February 4 March 2009
Autos - First Shanghai Number Plate Price Increase Since End 2007 3 March 2009
China Market - Newly Opened and Active Accounts Decline 3 March 2009
China Property - Central Government's Thinking Unchanged 28 February 2009
Sign of the Time - In Switzerland and Asian Families 27 February 2009
Steel - Latest Profit Warning: Maanshan 27 February 2009
Sign of the Time - Mothballing Plants a Growth Industry 26 February 2009
China Wheat - Drought More Rhetoric Than Reality As Emergency Alert Downgraded 23 February 2009
China - US Relations Get Over Manipulation Remarks 23 February 2009
China - China Mobile's Share of New Subscribers Slumps 20 February 2009
China Stocks - Only A Matter of Time Before Beijing Takes Action 18 February 2009
China Auto Sales - Firm Rebound Underway ? 6 February 2009
Retail - Closer Look at Holiday Sales 6 February 2009
China - China Wheat Drought No Causer for Alarm 5 February 2009
Retail Sales - Holiday Sales Continues To Slow Significantly 2 February 2009
Steel - Tata Steel Cuts 8% of Jobs at Corus 27 January 2009
China - Chongqing New Property Measures: Significant, But Local 22 January 2009
China - China Property Cash, Cash, Cash Not Location, Location, Location 21 January 2009
Steel - Angang Issue Profit Warning, Expect Major Correction 20 January 2009
Steel - Baosteel Increases March Prices, Demand Still Weak 20 January 2009
Steel - POSCO's 08 EPS in Line, Expect Weaker 09 16 January 2009
China - China Policy Pressure Builds on Wen Jiabao 14 January 2009
China Trade - Expect Few Good Signs Until March 13 January 2009
China - December Passenger Car Sales Down 8% Little Signs of Recovery - Edited 13 January 2009
China - China's "Better Performance" May Not Be What It Seems 12 January 2009
Private Developer Folds - And So It Begins 9 January 2009
Steel - Chinese Demand Stabilising as Sentiment Improves 7 January 2009
China - China Financial Stress Seems to Rise 5 January 2009
China - Nov. Industrial Production Slows to 5.4%, Electricity Production Down 9.6% 15 December 2008
China - November Retail Sales Robust Expect Single Digits in 2009 12 December 2008
China - Falling November Tax Revenues May Limit Local Government Spending 11 December 2008
China - CPI Shows Faster Than Forecast 11 December 2008
Stress - Rising Factory Inventories Pushing Down ASPs 11 December 2008
Inflation - PPI Continues To Slow Faster Than Expected 10 December 2008
China - Temporary Shorter-Term Focus 10 December 2008
China - Shaoxing Companies In Trouble 10 December 2008
Textiles - Texwinca Experts January Rebound 9 December 2008
China - China Auto Sales Fall 10% in November 7 December 2008
Steel - Interest in Steel Returning but Expert Volatility 5 December 2008
China RMB - Concern About Outflows 5 December 2008
China - China Chongqing Property News Not Indicative 5 December 2008
China Stress - Auto Dealers Increasingly Negative 4 December 2008
China RMB - Sign of Intent 3 December 2008
Steel - BHP Abandons Rio Bid Amidst Weak Market 25 November 2008
China - China Employment Grim 21 November 2008
Property Workshop Conclusions - Too Early To Be Early 17 November 2008
China - China October Tax Revenues Down 0.3% 17 November 2008
China Macro - Slowdown Greater Than We Expected 13 November 2008
China Export Details - Further Signs of Robustness 12 November 2008
China - Retail Sales Growth Remains Stronger Than Expected 12 November 2008
China - China Exports Still Grew 19.2% in October 11 November 2008
China - China Inflation Continues To Fall Significantly 11 November 2008
Steel and Infrastructure - Accelerated Spending Will Underpin Chinese Steel Demand 10 November 2008
China - China Stimulus No Surprises Except Size 10 November 2008
Steel - Baosteel's Q3 Below Expectation On Higher Costs and Inventory Write - Downs 31 October 2008
Railways - Rmb2trn Railway Investment Point to More Infrastructure Spending 28 October 2008
Steel - Baosteel Cuts December Prices, But Still In Line With Expectations 22 October 2008
Steel - Downgrade CITIC Pacific to Sell 21 October 2008
China Inflation - PPI Peaked ? 20 October 2008
China Printing & Dyeing 10 October 2008
Steel - FerroChina Symptomatic of Downstream Processors, Not Large Players 10 October 2008
China Property - Local Measures Appearing 3 October 2008
China - First Purchasing Managers' Survey Rise Since April 2 October 2008
China - Pay Heed to Fan Gang 30 September 2008
China - Straws in the Wind Bears Should Consider 29 September 2008
China - China Rate Cut Shows Intent 15 September 2008
China Inflation - Decline Even Faster Than Expected 10 September 2008
Steel - Panzhihua Quake Impact Under 1% 2 September 2008
China Currency - Less Appreciation 1 September 2008
China Consumer Confidence - Seems to Be Recovering At Last 27 August 2008
China Market - Bottoming Signs 27 August 2008
Steel - Baosteel Cuts Q4 Prices, But We Expect Recovery At Year End 26 August 2008
Unicom/Netcom Results - Questions For The Companies 26 August 2008
China - China Grid Calls For Higher End-User Power Tariffs 21 August 2008
Telecoms - July Mobile Adds Slump 20 August 2008
China - IPP Shares Fall On Tariff Increase - Buy 20 August 2008
China - China Energy Task Force Likely To Recommend IPP Tariff Increase 19 August 2008
China - Very Useful Paper On China's Energy Policy Bodies 18 August 2008
China Inflation - Food Prices Slowing Faster - 4.6% by December 12 August 2008
China - Mixed Signals PPI and Autos 11 August 2008
Textiles - Weiqiao Textile: Doubts About Longer-Term Strategy, Sell 30 July 2008
Internet - Chinese Internet Users Exceed 250mn 29 July 2008
Steel - POSCO's Q2 Confirms Margin Strength 13 July 2008
IPP Tariff Increases - The Start, Not End of The Process 3 July 2008
Steel - Baosteel Continues to be Leading Consolidator 27 June 2008
Energy Price Increases Just The Start - Buy Sinopec, PetroChina, IPPs 20 June 2008
Shandong Power Tariff Hike - Government Committed To Market Mechanisms 12 June 2008
Inflation - Looks As If It Has Peaked 12 June 2008
Inflation - PPI Higher till July 11 June 2008
China - China Auto Sales Confirm Consumer Confidence 6 June 2008
Power - Coal Price Restrictions Less Significant Than They Look 6 June 2008
Telecoms - Planned PHS Closures to Thwart China Mobile Subscriber Gains 2 June 2008
Commodities - Inflation Falling in Second Half 30 May 2008
Power - IPP Stock Up As Government Seeks Way To Offset Rising Coal Prices 30 May 2008
Rice - Panic Over 27 May 2008
Telecoms - Telecoms Revamp Announcement Still Leaves Many Uncertainties 26 May 2008
China - Telecoms Restructuring Gets Underway in China 23 May 2008
China - China Internet Stocks Fall On Earthquake - Buying Opportunity 20 May 2008
China - Sichuan Earthquake Damage Likely Limited to Short Term 13 May 2008
Rice - Rice Price Likely to Rise More Than Expected On Burmese Cyclone 7 May 2008
Power - Power Tariff Increase Reportedly Considered For China IPPs 29 April 2008
Taiwan - Taiwan Signals No Great Rush on Cross Strait Deal 29 April 2008
Steel - Baosteel's Overseas Listing May Be Impending, But Not Likely Soon 28 April 2008
Power - Increase In IPP Tariffs Manageable 22 April 2008
Steel - Buy Maanshan, One of Cheapest Asian Steel Shares, Growing43% in 08 19 April 2008
Steel - Olympics - Related Cuts Not As Large As Reported, But May Hold Up Prices 18 April 2008
Steel - Buy Angang on Expected 24% Recovery in 08 17 April 2008
Power - China Power Downgraded To Hold 17 April 2008
China - China Economy Angst Should Ease 16 April 2008
China - China Energy and Environment Workshop Macro Conclusions 15 April 2008
Textiles - China Ting: Satisfactory Considering 7 April 2008
Textiles - Weiqiao: Industry and Company Concerns 7 April 2008
Steel - Buy Bao on 30% Three-Year EPS CAGR 28 March 2008
Textiles - Shenzhou International: Dropping Coverage Until Derivatives Question Clears Up 26 March 2008
Taiwan - Taiwan Election Clears Way for Progress 25 March 2008
Commodities Correction Perspective - Likely Winners and Losers 21 March 2008
Taiwan - Taiwan Should Rally Regardless of Winner 20 March 2008
Steel - CITIC Pacific Has 52% Upside to Target Price 19 March 2008
Commodities and Currencies - Prepare for Corrections 13 March 2008
China - Retail Sales Supporting GDP Growth 12 March 2008
China Inflation - Hit By Snow 11 March 2008
China - Car Sales Show Consumer Spending Resilient Despite Snow 11 March 2008
Telecoms - Fundamental Turnaround Finally Boosts PCCW Earning - BUY 10 March 2008
China - China Indicates It is More Market Friendly 6 March 2008
China Energy - Positive News From Bureaucratic Overhaul 5 March 2008
Textiles - Fountain Set Issues Profit Warning, Moves Out Of Guangdong 3 March 2008
Expressways - Hong Kong-Zhuhai-Macau Bridge Tender Should Boost Hopewell 29 February 2008
Steel - Baosteel Increases Q2 Price 6-20%, Offsetting Higher Iron Ore Costs 25 February 2008
Telecoms - Restructuring Announcement Imminent 22 February 2008
Fuel Oil Tax - Sinopec To Benefit 21 February 2008
Politics - Sign of the Time 20 February 2008
Telecoms - Fixed-Line Telcos Still Losing Subscribers 20 February 2008
China Inflation - Pork Price to Ease 2008 20 February 2008
China - CPI Likely To Rise To 8-9% 19 February 2008
China - Inflation Concerns Mount 18 February 2008
Steel - 65% Iron Ore Price Increases Well-Covered by Steel Price Rises 18 February 2008
Malaysia - Election Full of Questions 14 February 2008
Healthcare - Sign of the Times 13 February 2008
China - Snow Impact Update 11 February 2008
Commodities - Weather Crisis Hammers China's Economy 1 February 2008
Commodities - Cold Weather's Inflationary Impact on Foodstuffs 1 February 2008
Power - Energy Law, Energy Ministry Delayed 28 January 2008
Telecoms - China Netcom Lost 2.5mn Subscribers In December 20 January 2008
Strategy - Confidence to Rise after Taiwan Election 14 January 2008
Telecoms - Major Restructuring Imminent 12 January 2008
Steel - POSCO's 07 EPS In Line, Maintain Estimates and Buy 12 January 2008
Telecoms - Netcom Losses Accelerate, Restructuring Pressure Grows 20 December 2007
Textiles - Shenzhou International: Downgrading from Buy to Hold 17 December 2007
Inflation - USDA Raises Major Grains Price Forecasts 14 December 2007
Mining, Steel - BHPBilliton-Rio, Bao and China 14 December 2007
Textiles - Texwinca - Keeping Buying After Strong First Half 14 December 2007
Power - Sign of the Times - China to Manage Philippines Grid 13 December 2007
Asian Steel - Baosteel Buys More Assets From Parent 13 December 2007
China Inflation - Pressures Rise As PPI Accelerates 11 December 2007
China Environment - Closing the Loopholes 10 December 2007
Energy - Turning Point on Energy, Environment Signalled 7 December 2007
$100 Oil - No Recession Till $150-180 22 November 2007
Steel - Bao Shows Price Recovery Continues: Buy 21 November 2007
Telecoms - Restructuring Coming, Sell China Mobile 20 November 2007
Steel - High Raw Material Costs May Still Be Passed On 11 November 2007
China - China Risks Inflation With 8% Fuel Price Rise 1 November 2007
Steel - Baosteel's Stainless Loss Temporary 1 November 2007
Steel - Baosteel Q3 Earning - Blip in Otherwise strong Outlook 1 November 2007
Energy - Beijing Targets Officials in Conservation Drive 29 October 2007
Telecoms - Restructuring Signals Intensify, negative for China Mobile 26 October 2007
Telecoms - Clarity Emerging 22 October 2007
Inflation - Not Out of the Woods Yet 19 October 2007
Politics - 17th Congress More Politics Than Economics 12 October 2007
Textiles - EU China Agree to End Textiles, Garment Quotas 10 October 2007
Textiles - Buy Shenzhou, No Smoking Gun 10 October 2007
Textiles - Shenzhou Announces Auditor Change 30 September 2007
Power, Energy - Stricter Environmental Measures Ahead 28 September 2007
Inflation - Australian Wheat Forecast Cut 24 September 2007
Inflation - Pasta Strike Sign of the Times 13 September 2007
Inflation - A Warning Worldwide 11 September 2007
Steel - Baosteel H1 Results In lines, Maintain Estimates and Buy 3 September 2007
Railways - Daqin H1 Results In lines, Maintain Long-Term Buy 31 August 2007
Railways - Guangshen Still a Long-Term Buy, Lowering 07 Estimates 12% 31 August 2007
Steel - Tata Steel Consolidated Q1 Results Above Expectations 30 August 2007
Expressway - Anhui H1 Hit By Higher Tax, Still a Long-Term Buy 27 August 2007
Expressway - Hopewell Results In Line - Buy 23 August 2007
Expressway - Zhejiang H1 Results Ahead of Expectations But Maintain Hold 23 August 2007
Steel - CITIC Pacific H1 Results Ahead of Expectations - Buy 23 August 2007
Steel - Baosteel Lowers Q4 Prices, A Delayed Adjustment to Spot Market 21 August 2007
Expressways - Jiangsu H1 Results Better Than Expected, Raising Forecasts 21 August 2007
Inflation - Beijing Behind the Curve 13 August 2007
Steel - JFE Q1 Results Very Strong 31 July 2007
Steel - Nippon Steel Q1 Results In Line, Maintaining Estimates 31 July 2007
Steel - SAIL Q1 Results Below Expectations, Lowering Estimates 26 July 2007
Steel - JSW Q1 Results In Line, Maintaining Estimates 25 July 2007
Telecoms - Sell UTStarcom 21 July 2007
Inflation - Beijing Behind the Curve 20 July 2007
Steel - POSCO's Q2 Results Strong And In Line, Maintain Estimates and Buy 17 July 2007
Textiles: Cotton Price Warning 11 July 2007
Textiles: Shenzhou An Exporter Doing Even Better 5 July 2007
Textiles - Rebate Cuts: Little Impact 20 June 2007
China Macro - Tax Rebate Cuts Minimal Long-Term Impact 20 June 2007
China Property - Vincent Lo Sign of the Changing Times 18 June 2007
China Telecom: Acquistion at 10XPER, But Small. Hold 18 June 2007
UTStarcom - Sell: Bond Holders Issue Default Notice 8 June 2007
Chinese Power Tariffs - No Increase Likely Until Year-end 6 June 2007
Focus Media - New Growth Area 6 June 2007
China and Climate Change - Good Intentions; Hard to Implement 5 June 2007
Telecoms: UTStarcom - China CEO Quits, Strategic Review Concluded, Still No Financials: SELL 4 June 2007
Textiles: Shenzhou International - Raising Estimates on Better Margins 29 May 2007
Asian Steel: Baosteel Maintains Q3 Prices as Industry Takes a Breather 23 May 2007
Asian Steel: Buy Tata Steel 21 May 2007
Textiles: Pacific Textiles IPO - Pay Up To HK$ 3.20 7 May 2007
Asian Steel: Sumitomo Results In Line, Lowering FY08 Estimates Slightly by 5% 3 May 2007
Asian Steel: JSW EPS Growth Up 43%, Maintaining Estimates 3 May 2007
Railways: Daqin Still a Buy, Raising Estimates 1 May 2007
Asian Steel: Nippon Steel Results Ahead of Expectations, Raising 08 Estimates 1 May 2007
Asian Steel: JFE Results In Line, Raising 08 Estimates 27 Apr 2007
Expressways: Zhejiang Results In Line, Maintain Hold 26 Apr 2007
Textiles: Canton Fair Shows Fabrics Growth Stronger, Garments Weaker 25 Apr 2007
Railways: Buy Guangshen, Raising Estimates 23 Apr 2007
Textiles: Texwince Benefiting From Environmental Controls-Driven Consolidation 20 Apr 2007
Asian Steel: Tata Hold on Equity Dilution, Lowering Estimates 20 Apr 2007
Asian Steel: Maintaining Maanshan's Estimates and Buy 19 Apr 2007
Telecoms: Sell UTStarcom, Which Failed to Meet Its Nasdaq Deadline 19 Apr 2007
Asian Steel: POSCO's Q1 Results In Line, Maintain Estimates 13 Apr 2007
Asian Steel: Lowering Angang's EPS on Rights Issue, Weakness Seen 13 Apr 2007
Telecoms: UTStarcom - Disappointment Imminent 12 Apr 2007
Asian Steel: Baosteel Maintain Estimates and Buy 9 Apr 2007
Asian Steel: Baosteel's Results Ahead of Expectations, Maintain Buy 4 Apr 2007
Textiles: China Ting 2006 Results Disappoint on Operating Level 29 Mar 2007
Expressways: Jiangsu Results In Line, Raising Forecasts 27 Mar 2007
Expressways: Anhui Still A Long-Term Buy 27 Mar 2007
Telecoms: Sell UTStarcom On Latest PHS Subscriber Numbers 22 Mar 2007
Telecoms: Sell China Mobile - Churn, Marketing Costs Are Concerns 22 Mar 2007
Telecoms: China Telecom Subscriber Adds Down Again 20 Mar 2007
Power: China Power Outlook Still Strong Despite Low 2006 Results 19 Mar 2007
Textiles: Maintain Buy on Shenzhou Int'l 19 Mar 2007
Expressways: Raising DCF Value 7 Mar 2007
Expressways: Shenzhen Negative Short Term But Still Has Long-Term Value 7 Mar 2007
Asian Steel: Baosteel Price Increase Underlines Industry Strength 2 Mar 2007
China Macro: China Facing an Inevitable Classic Asian Liquidity Rally 1 Mar 2007
China Macro: Investment Growth Plunge Continues to 13.8% 25 Jan 2007
China Retail: Gome - One More Factor to Consider 19 Jan 2007
Telecoms: SELL UTStarcom: Still More Problems 13 Jan 2007
Asian Steel: Maintain BUY on POSCO as Earnings Recovery Continues 12 Jan 2007
China Textiles: Increasingly Positive News Underlines Case 10 Jan 2007
China Telecoms: November Data - Fixed Line Cos Still Under Pressure 20 Dec 2006
Asian Steel: Maintain BUY on Lower Coking Coal Prices 20 Dec 2006
China Autos: Norstar Founders - May Supply Shanghai GM by 2Q07 19 Dec 2006
China Textiles: Buy Victory City, Shenzhou International 14 Dec 2006
Telecom: UTStarcom's Woes Grow - Sell 5 Dec 2006
China Expressways: Traffic In Line to Slightly Better Expected 2 Dec 2006
Asian Steel: BUY - Q3/Q2 Results Better Than Expected 13 Nov 2006
Maintain BUY on POSCO - M&A Possibilities, Q3 Results in Line 15 Oct 2006
Renewed M&A Talk - BUY Asian Steel Shares 13 Oct 2006
North Korea: First Thoughts 9 Oct 2006
Autos: Coming Soon - "Made in China" London Cabs 5 Oct 2006
China: Manufacturing Price Rises To Continue 4 Oct 2006
Thailand: Still Avoid 20 Sep 2006
Autos: Geely - Better Product Mix, lower Unit Sales for 2H06: BUY 19 Sep 2006
Telecoms: PCCW's Turn-Around Continues - Continue to Recommend BUY 15 Sep 2006
China Macro: FAI Slowing Sharply As Expected 13 Sep 2006
Textiles: Top Form's FY2006 Results: Efficiency Back But High Costs Continue 12 Sep 2006
Textiles: Weiqiao Textiles 1H06 Results: High Sales Growth, Strong Domestic Demand 12 Sep 2006
Autos: August Sales Growth Beyond Expectations 8 Sep 2006
Textiles: China Ting - Waiting For Stronger Growth 8 Sep 2006
Dairy: Mengniu - Sales Growth Exceeds Expectations But EPS Growth Slows to 14% 6 Sep 2006
Steel: Baosteel - Results In Lines, BUY Maintained 30 Aug 2006
New Oriental - Strong Reputation But Rising Competition 30 Aug 2006
Auto: Dongfeng Motor - Commercial Vehicles May Be The Achilles Heel 29 Aug 2006
China Rate Rise: No Cause For Alarm 21 Aug 2006
Auto: China Promotes Auto Exports 18 Aug 2006
Textiles: Shenzhou - Living Up to Expectations 14 Aug 2006
PCCW/PCPD: The End of the Beginning 11 Jul 2006
China Auto: Sales Growth Slows To An Expected 16% 10 Jul 2006
PCCW: Deal Still Likely - Netcom's Position More Posturing than Substance 6 Jul 2006
China Dairy: Mengniu Management SELLS So Would We 1 Jul 2006
Asian Steel: Price Increase Announcement Affirms Our Buy On POSCO 29 Jun 2006
China Telecom: China Mobile: What We Feared 9 Jun 2006
Asian Steel: Baosteel Raises Q3 Prices 7-13% 24 May 2006
China Telecom: More Chaos at UTStarcom 11 May 2006
China Telecom: SELL Into China Unicom Speculation 4 May 2006
Asian Steel: Buying Opportunity After China Steel Share Price Falls 4 May 2006
Asian Steel: Wuhan Steel Should Recover From 1Q06, Still a Long-Term Buy 27 Apr 2006
Asian Dairy: Management Confirm Pressures - SELL Mengniu 25 Apr 2006
Asian Wine: Dynasty's 2005 Results Confirm Increasing Competition, Declining Margins 24 Apr 2006
Asian Steel: JSW Still a Long-Term Buy, FY06 Results In Line 20 Apr 2006
Asian Steel: Reduce Maanshan to Hold, But Still a Long-Term Buy 14 Apr 2006
Asian Steel: POSCO's Weak Q1 Not Surprising, Recovery Ahead 14 Apr 2006
Asian Steel: Angang Still a BUY, Further Growth Expected 12 Apr 2006
Asian Dairy: SELL Mengniu 11 Apr 2006
Asian Infrastructure: Anhui Expressway Looks the Most Promising 10 Apr 2006
China Auto: Financing Companies More Confident 3 Apr 2006
Asian Steel: Baosteel Results Not Surprising, 06 Earnings Decline Priced In 3 Apr 2006
Telecom: Dissent On 3G, Still All To Play For 30 Mar 2006
Asian Steel: Stability in Later Stage of the Cycle 30 Mar 2006
China Infrastructure: CNBM Outlook Not Too Exciting 28 Mar 2006
Asian Steel: Iron Ore Price Settlement May be Soon After April 1 27 Mar 2006
China Auto: Size Matter, Smaller the Better 23 Mar 2006
Telecom: UTStarcom - Prospects Poor, Delisting Threatened 23 Mar 2006
Telecom: China Mobile Increased Lead Over Unicom in February 20 Mar 2006
Telecom: China Mobile CTO Resigns 16 Mar 2006
China Auto: Geely Auto February Sales Up 115% 6 Mar 2006
Thai: Heading for the Stand-Off 6 Mar 2006
Thai: Long Weekend Ahead SELL 2 Mar 2006
Thai: Uncertainty Will Drag Market Down SELL 1 Mar 2006
Asian Steel: Nippon Steel and Sumitomo Consolidate Week Businesses 1 Mar 2006
Telecom: PCCW 3G Promotion Oversubscribed 28 Feb 2006
Asian Steel: Baosteel Q2 Price Increases Larger Than Expected 24 Feb 2006
Telecom: PCCW signs TVB channels to pay - TV service 22 Feb 2006
Asian Steel: Baosteel Q2 Price Announcement Expected This Week 20 Feb 2006
Asian Steel: Wuhan Raises Prices, Affirming Current Recovery 16 Feb 2006
Telecom: UTStarcom Looks to a Tough 2006 14 Feb 2006
Telecom: Anti 3G Comment in Chinese Press 3 Feb 2006
Asian Steel: Upgrading Nippon Steel, Buy JFE 2 Feb 2006
Asian Steel: Consolidation Speeding Up, Leading to Longer Term Strength 2 Feb 2006
Internet: Don't Hold Your Breath for 3G 27 Jan 2006
Asian Steel: Tata Steel and JSW 9MFY06 results Below Expectations 27 Jan 2006
Internet: Baidu Losing to Google Still SELL 20 Jan 2006
Asian Steel: Price Recovery Still Tenuous But Negativity Seems Fully Discounted 20 Jan 2006
China Auto: Monthly Sedan Sales Break Though 300,000 Mark 16 Jan 2006
Asian Steel: POSCO Results In Line, Expect Weaker 06, Stronger 07 13 Jan 2006
China Auto: Government Lifts Ban on Use of Smaller Vehicles on Major City Roads 5 Jan 2006
Asian Steel: POSCO Cuts Domestic Prices But Maintains Premium 23 December 2005
Asian Steel: Chinese Consolidation Continues - Wuhan Buys Liuzhou 23 December 2005
Asian Steel: Chinese November Output Fell 3-5%, Preventing Further Weakness Prices 15 December 2005
China Auto: Geely Benefiting From Better Product Mix 6 December 2005
Asian Steel: Beware Misleading Numbers from SCDRC 6 December 2005
Telecom: Still Do Not Expect China 3G Licences Soon 24 November 2005
Asian Steel: Baosteel Cuts 1Q06 Prices But Expects Q2 Recovery 23 November 2005
Asian Steel: Sumitomo Metal H1 Well Above Expectations 10 November 2005
Asian Steel: JFE H1 Above Expectations 10 November 2005
Telecom: UTStarcom - More Losses To Come, Still A SELL 9 November 2005
Asian Steel: Still Prefer JFE, Sumitomo to Nippon Steel 2 November 2005
China Auto: Geely Parent Gansu JV Interesting Long-Term for Geely 2 November 2005
Telecom: China Unicom - Still Sell 1 November 2005
Asian Steel: Sentiment On Chinese Steel Prices Bottoming 31 October 2005
Asian Steel: Angang's 9M05 Results Slightly Better Than Expected 31 October 2005
Asian Steel: Maanshan's 9M05 Results Ahead of Consensus 26 October 2005
Telecoms: China Mobile Still Gaining Market Share 22 October 2005
Internet: Will Baidu Go the Way of HotBot? 18 October 2005
Asian Steel: Weaker Prices Could Stabilise With Exports, Stronger Recovery 2H06 17 October 2005
Asian Steel: POSCO's 3Q Weaker But Still Ahead of Expectations 14 October 2005
Telecoms: Another UTStarcom Profit Warning 11 October 2005
China Auto: Geely September Sales Up 72% y-o-y, 25% m-o-m 10 October 2005
Internet : Baidu's Meagre R&D Can Never Support Its Ambitions 28 September 2005
China : No New Construction Cycle 27 September 2005
Asian Steel : Baosteel Cuts Q4 Premium Prices, Average Still Above Expectations 24 August 2005
Asian Steel : Baosteel Share Structure Approved 16 August 2005
Asian Steel : Maanshan In Line Beats Consensus Expectations 16 August 2005
Asian Steel : Angang's 1H05 Better Than Expected 15 August 2005
China Auto : Shanghai VW Cuts Prices 4-16% 10 August 2005
Telecoms : UTStarcom Guides to Significant Q3 Losses 5 August 2005
Asian Currencies : Ringgit to Appreciate Faster Than Yuan 29 July 2005
Asian Steel : Sumitomo Metal Exceeds Expectations in Q1 28 July 2005
Asian Steel : China's New Steel Policy Will Speed Up Consolidation 26 July 2005
Telecoms : China Mobile Still Gaining Share 21 July 2005
Asian Steel : Steel Prices Seem to Be Bottoming 1 July 2005
Telecoms : IP Negotiations Excuses for 3G Delays 24 June 2005
China : Baltic Freight Index 2 24 June 2005
China : Baltic Freight Index Misleading 23 June 2005
Asian Steel : Price Slide Slowing Down 11 June 2005
Asian Steel : Maintain Short Term SELL As Steel Spot Prices Remain Week 3 June 2005
Asian Strategy : Whiff of Trade Wars? 2 June 2005
Asian Steel : SAIL Well Ahead of Expectations 30 May 2005
Asian Steel : Bao Maintains 3Q Steel Prices As Traders See Inventories Falling 25 May 2005
Asian Steel : Tata Steel FY05 Results Just Slightly Ahead Expectations 24 May 2005
China : Solace for Commodity Bulls, Warning for Bears 20 May 2005
China Auto: Sings of a Pick Up, April Sedan Sales Up 7% 20 May 2005
Asian Steel: JFE FY05 Results Well Ahead of Consensus Expectations 19 May 2005
China: Finally Serious Measures To Cool Property 13 May 2005
China: IEA Oil Number Not Indicative 12 May 2005
China: Currency Nonsense 11 May 2005
UTStarcom: Tough Time Still Ahead 6 May 2005
Asian Steel: 2004 Earnings Round-Up 6 May 2005
Asian Steel: Steel Prices Down, Market On Track 5 May 2005
China: Shanghai Auto Show's Positive Signs 5 May 2005
China: Japan Tension 14 Apr 2005
UTStarcom: After Failing to File 10-K Still SELL 1 Apr 2005
China: Mortgage Tightening Largely Illusory 17 Mar 2005
Steel: China Steel 2004 Preliminary Results In Line 1 Feb 2005
China: Overreaction to 9.5% GDP Growth 26 Jan 2005
China: Yuan Revaluation More Likely in 3Q 26 Jan 2005
Malaysia: Currency Comments Justify Continued Overweighting 21 Jan 2005
China: Auto Inventories The Next China Scare? 20 Jan 2005
Steel: POSCO Still Our Favourite Asian Steel Stock 14 Jan 2005
China: Tension with Taiwan to Subside 11 Jan 2005
UTStarcom: Disappointing Results 7 Jan 2005
Steel: An Expanded & More Transparent Angang 5 Jan 2005