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Market Insights on Chinese Railway Contractors

We recently posted about a tailwind in Japanese megabanks and this week we focus on another tailwind the team at R Squared Capital Management (former team at Julius Baer / Artio Global) has identified, Chinese Railway Contractors. As international equity investors, R Squared utilizes fundamental and macro analysis to identify structural tailwinds and headwinds at the geographic, sector and company levels. The Chinese government is prioritizing railway investment, and we think Chinese Railway Contractors should benefit from this tailwind.

Posted by RSQ Team on Dec 8, 2016 8:44:37 AM

Topics: Chinese Railway Contractors, Commentary, From the Desk of RSQ Team

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