reports
- Scott Laprise
CHINA - Big Brother Is Watching You More Than Usual - Smart Glasses Us...
The police of Zhengzhou railway station is using “smart glasses with facial recognition” to find criminals. Founded in Beijing in 2014, they brought in a research team from high-tech companies like Google, Microsoft, Lenovo, and CASC. The company is likely partially funded by the Chinese government or a relationship. Zhengzhou Railway Station has caught 33 criminals using the glasses: 7 human traffickers and 26 using a fake ID. We think these glasses will change the way police catch crimin...
- Scott Laprise
Steel in China- No Government Capacity Shutdown
​This is a big topic that I find myself addressing to investors each quarter for the past 10 years when I started as a steel analyst at CLSA from where I live in Beijing, China. The most recent news is from The Financial Times, China plans fresh crackdown on Tangshan steel production, they interviewed me for their article. No steel production cuts have been made by the government and none are expected in the near term despite the newsflow. Investors get excited when they hear the government ta...
- Scott Laprise
China the state of the economy going into 2017 PART I - WE THINK CONSE...
BULLISH ON CHINA​Many unknown factors by governments will be the key drivers.Capital outflows to slow in 2017.Real estate slows too much a concern, but still pent up demand in China.Economist’s views up surprisingly going from 6.3% to 6.4%.December PMI better than expected, strong economic expansion.Positive on Education and Health Care sectors.Negative on Autos and Steel.
Unfortunately, this report is not available for the investor type or country you selected.
Report is subscription only.
Thank you, your report is ready.
Thank you, your report is ready.