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  • September 17, 2014
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  1. Business - Comment - LAI SEE

    Structural change in United States will impact on China

    Posted Sep 17th 2014, 05:39am by Howard Winn

    ... of global liquidity, particularly for currencies linked to the US dollar like China. In previous cycles, economic growth has led to a burgeoning current account deficit as consumption and thus ... revolution which means that fewer US dollars are in foreign hands. The US is now more competitive, particularly with China. For example monthly factory wages in mainland China have increased three ...

    http://www.scmp.com/business/article/1594169/structural-change-united-states-will-impact-china
  2. Business - Comment - LAI SEE

    Is it so hard to turn Hong Kong's landfills into biofuels?

    Posted Sep 11th 2014, 06:02am by Howard Winn

    ... infrastructure, "knowledge", trading links and so on. Indeed in 2012, the Economist Intelligence Unit ranked Hong Kong the fourth-most competitive city in the world, far ahead of Beijing, ... to next month's "Child health & the environment" conference. Given Hong Kong's dirty air, it is surprising that there has not been more discussion on the impact ...

    http://www.scmp.com/business/article/1589623/it-so-hard-turn-hong-kongs-landfills-biofuels
  3. Business - Comment - LAI SEE

    CLSA's Chris Woods assesses death and markets

    Posted Sep 16th 2014, 03:23am by Howard Winn

    ... of probability that [the Thai king's death] is a more likely statistical development than Modi being assassinated, I would say the downside in dollar terms in the India market is way higher if Modi is assassinated than if the Thai king dies." In another interesting observation Woods drew attention to the high capital inflows into China from Hong Kong and Singapore banks, noting they appear ...

    http://www.scmp.com/business/article/1593374/clsas-chris-woods-assesses-death-and-markets
  4. Business - Comment - LAI SEE

    Anton Oilfield adjusting to new situation at PetroChina

    Posted Sep 03rd 2014, 01:23am by Howard Winn

    ... Howard Winn We noted last week that Anton Oilfield Service Group suffered a disastrous first half for 2014 with earnings per share down 83 per cent year on year. This Hong Kong-listed ... to have been hurt more than other oilfield service companies by the slowdown in exploration by PetroChina. The number of drill holes fell for the first time in 10 years following the arrest of two ...

    http://www.scmp.com/business/article/1583992/anton-oilfield-adjusting-new-situation-petrochina
  5. Business - Comment - LAI SEE

    Luxury crackdown brings fear of flying first class in China

    Posted Aug 29th 2014, 01:11am by Howard Winn

    ... Howard Winn Air China president Zhiyong Song didn't seem overly enthusiastic when asked about the idea of senior executives at state-owned enterprises having their salary reduced ... of the cycle. Air China's net profit for the first six months of the year was down 55 per cent, although this was mostly due to foreign exchange losses. But it's not just executive pay ...

    http://www.scmp.com/business/article/1581570/luxury-crackdown-brings-fear-flying-first-class-china
  6. Business - Comment - LAI SEE

    Sino Iron fiasco has Clive Palmer changing his attitude to China

    Posted Aug 23rd 2014, 01:03am by Howard Winn

    ... Howard Winn Clive Palmer's tirade against China made global headlines earlier this week. But what's got the Australian mining billionaire so fired up? After all, four years ago ... sold Citic the right to mine magnetite iron ore in the Pilbara region in exchange for royalty payments. Citic agreed to build the infrastructure, but the "deal of the century", ...

    http://www.scmp.com/business/article/1579552/sino-iron-fiasco-has-clive-palmer-changing-his-attitude-china
  7. Business - Comment - LAI SEE

    Police reluctant to enforce the law on Justice Drive

    Posted Sep 06th 2014, 05:37am by Howard Winn

    ... about whether Singapore might benefit at the expense of Hong Kong now that Beijing appears to be tightening its grip over the city. Multinational companies, it argues, that have a China plus one ... going on here and a "narrative", as people like to say these days, is developing. Put another way it's an indication political risk in Hong Kong is perceived to be rising. ...

    http://www.scmp.com/business/article/1586231/police-reluctant-enforce-law-justice-drive
  8. Business - Comment - LAI SEE

    Suspense at Wison Engineering is killing shareholders

    Posted Sep 04th 2014, 01:00am by Howard Winn

    ... months it has been listed. Readers may recall that it produced a set of eye popping half-year results in August 2013 with profits attributable to shareholders up by a whopping 7,224.3 per cent ... investigation into PetroChina. In March it was announced that he had been arrested. Meanwhile, the company has been struggling with liquidity after Agricultural Bank of China called in its 186 million ...

    http://www.scmp.com/business/article/1584630/suspense-wison-engineering-killing-shareholders
  9. Business - Comment - LAI SEE

    How will Beijing contain city's demand for political reform?

    Posted Sep 02nd 2014, 12:28am by Howard Winn

    ... for the maintenance of their values and development of their aspirations under representative government. One country, two systems is already fraught with contradictions and has created two classes ... elsewhere in China. There is also the problem of how a democratically elected Hong Kong leader would interact with Beijing. He would have a mandate and legitimacy and could justifiably claim ...

    http://www.scmp.com/business/article/1583210/how-will-beijing-contain-citys-demand-political-reform
  10. Business - Comment - LAI SEE

    Fun at the park

    Posted Aug 15th 2014, 01:06am by Howard Winn

    ... officials would interrupt games on the half hour either by turning off the lights or opening the doors in mid-game. But when the squash courts were used for ballroom dancing sessions they would ... would not be out of place in Yes Minister as an example of bureaucratic cynicism. At one point we read: "The proposed development of four NTEHs [small houses] is not entirely in line ...

    http://www.scmp.com/business/article/1573854/fun-park

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