Steel Monitor: Demand is The Key 13 July 2008
Power & Energy Monitor: Energy Price Liberalisation Continues 9 July 2008
Infrastructure Monitor: Likely Short-Term Slowdown 8 July 2008
Power Generation Equipment: New Leg Ahead 7 July 2008
China Monitor: No Turning Back 30 June 2008
Commodities Monitor: Look Globally For Inflation, Not to US: Mixed 25 June 2008
China's Energy Demand: 48% Underestimated By IEA 23 June 2008
Steel Monitor: Strong Summer 9 June 2008
Infrastructure Monitor: Back To Normal 9 June 2008
China Ferroalloys: China Moly Attractive 6 June 2008
Textiles Monitor: Restructuring Accelerates: Leaders Resilient 3 June 2008
Commodities Monitor: Rice: Classic Panic 23 May 2008
Inflation: China's Second-Half Boost 16 May 2008
Steel Monitor: Recovering 16 May 2008
Infrastructure Monitor: Expect Recovery After Stormy Winter 12 May 2008
China Ferroalloys: Supply Tightening 9 May 2008
China Monitor: Slow, But Only Slow, Slowdown Continues 6 May 2008
Steel Monitor: Oversold 14 Apr 2008
Commodities: Annual Outlook - Laggards to Lead 3 Apr 2008
Expressways: New Assets, Icing On The Cake 2 Apr 2008
Commodities Monitor: India Could be to Coal as China is to Iron Ore 11 Mar 2008
Textile Monitor: EU's Quota Removals Offsets Weak US 11 Mar 2008
China Monitor: 1H Inflation Growth Worries: Than Relax 7 Mar 2008
Commodities Monitor: Soyabeans Our Favoured Crop 14 Feb 2008
Steel Monitor: Winter Disruptions Will Tighten Supply 13 Feb 2008
Telecoms Monitor: Restructuring Imminent 1 Feb 2008
Textile Monitor: 2008 Outlook: Mixed 18 Jan 2008
Steel Monitor: Value Remains 14 Jan 2008
Infrastructure Monitor: Sector Recovering 9 Jan 2008
Energy and Environment: Turning Point 20 Dec 2007
Textiles Monitor: US Worries Overdone Or Even Misplaced 19 Dec 2007
Steel Monitor: Strong 2008 7 Dec 2007
China Monitor: Steady: Don Not Worry About Overheating 30 Nov 2007
Asian Steel: Not Over Yet 26 Nov 2007
Telecom Monitor: Restructuring Near, Negative for China Mobile 26 Nov 2007
Textiles Monitor: New Challenges, New Frontrunners 20 Nov 2007
China Monitor: Political Risk Falls After 17th Congress 12 Nov 2007
Commodity Monitor: Biofuels Hits Cotton Prices Next 9 Nov 2007
Infrastructure Monitor: Some Value After Correction 6 Nov 2007
Textiles Monitor: More Predictable 2008 22 Oct 2007
Infrastructure Monitor: Still Above Expectations 12 Oct 2007
Telecom Monitor: Liquidity Surge Targets Telecoms 11 Oct 2007
Food Price and Inflation 24 Sept 2007
China Power Sector: Demand Exceeds Expectations 13 Aug 2007
Taiwan: China-links Sentiment Change Ahead 11 Jul 2007
Stainless/Speciality Steel: Structurally Sound 18 Jun 2007
Commodities: Real Perspective - Higher Prices 17 May 2007
Property: Red Flags Over China 29 Mar 2007
China Power: Second Buying Wave Ahead 7 Mar 2007
China Railways: Deeply Undervalued Long Term 13 Feb 2007
China Auto Parts: Safer Play 7 Feb 2007
China Retailers: Exciting Long-Term Opportunity 19 Dec 2006
China Air Conditioner Update: Buy Gree and Midea 13 Dec 2006
China Auto: Moving Into A More Profitable Phase 12 Dec 2006
Asian Telecoms: China Telecoms Update 27 Nov 2006
Asian Steel: Reduce Tata Steel to Hold Short-Term 27 Nov 2006
Asian Steel: BUY on Strong Results 19 Nov 2006
China Expressways: Undervalued Growth 11 Oct 2006
China Home Appliance: By At Inflection Point 28 Aug 2006
Commodities: The Real Perspective - Higher Prices 21 Aug 2006
Emerging Asia Not The Riskiest Place In a US Recession 1 Jul 2006
Taiwan To Outperform: China Links A Boost 27 Jun 2006
China Textiles: Re-Rating Ahead As Value-Added Rises 23 Jun 2006
Asian Steel: Buy On Continued Strength Ahead 19 Jun 2006
PCCW: On The Turn 12 Jun 2006
PCPD: Buy Ahead of Increasing News Flow 8 Jun 2006
China Dairy Group: Emerging Dairy Leader 5 Jun 2006
China Telecom: SELL China Mobile 2 Jun 2006
China Dairy and Wine: SELL Mengniu, Changyu 14 Apr 2006
PCPD: Emerging Hong Kong/China Property Vehicle 10 Mar 2006
Geely Auto: Moving Up A Gear 15 Feb 2006
Hong Kong Telecoms: PCCW - BUY The Once And Future Blue Chip 11 Jan 2006
Asia's Locomotive Returning 10 December 2005
China Margins: Looking Out to 2006 6 December 2005
Asian Steel: Still Buy Selectively 16 November 2005
China Margins: Describing the Elephant 7 September 2005
Asian Steel: Buy Selectively 29 July 2005
China Urbanisation: Asia's Biggest Theme 23 June 2005
China Telecoms: China May Skip 3G 20 June 2005
Indian Steel: Best Positioned in Mid-cycle 24 Mar 2005
China Autos: 20% Long Term Growth 31 Jan 2005
Asian Steel: Buying into China's Restructuring 25 Jan 2005
Asian Steel: Sell Ahead of Weakness 20 Oct 2004
UTStarcom: Continue to Sell 12 Oct 2004
China Textiles: Source of New Leaders 28 July 2004
Asian Steel Update 26 July 2004
POSCO: Buy 16 July 2004
China Cycle Not Over: Buy 20 May 2004
Asian Steel: Undervalued, Bull Case Intact 8 May 2004
Inflation From The Land of Deflation 29 March 2004
Offshoring 29 March 2004
Taiwan : Election Returns 23 February 2004
Malaysia : Underestimated 5 January 2004