Thomson Reuters - Proprietary Research

Report Archive - China

China's Rising Resource Consumption
Implications and Opportunities for Utilities
31-Aug-2010
We identified top performers within the Chinese Water Utilities sector, based on their historical operating efficiency, that are most likely to benefit from potential opportunities in China’s resource management. These companies, as a group, have outperformed their overall sector index significantly over the last five years. A China Water Utilities – Top Operating Efficiency Index can aid long-term investors looking to play the resource management theme with exposure to Chinese equities.
Regions: China
Authors: Radhika Kamath
Products: ASSET4, Datastream, StarMine Professional
Keywords: equities, ESG
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Top Lines May Brighten on Eastern Exposure
Chinese RMB De-Peg: Implications for American and European Companies
19-Aug-2010
American and European Technology, Basic Materials, Industrials, and Consumer sectors have the most sales exposure to China. These sectors are likely to reap the greatest benefit from RMB appreciation. While stocks exposed to China outperformed in 2009, several still trade at attractive valuations, and they could see further gains based on the effect of the RMB de-peg on their sales.
Regions: China, Europe, United States
Authors: Amitesh Kumar
Products: Datastream
Keywords: currency, earnings, foreign exchange, revenues
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China Earnings Monthly
Aggregate Estimates and Revisions
18-Aug-2010
China Earnings Monthly provides analysis and commentary on aggregate earnings estimate revisions, growth rates and valuations.
Regions: China
Authors: Christine Short
Products: StarMine Professional
Keywords: earnings
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ESG Practices Across Developed Markets
Comparison of Trends Across Americas, Europe, and Asia
17-Aug-2010
Environmental, social, and corporate governance (ESG) issues are increasingly gaining attention from all types of stakeholders, ranging from government to media to investors and asset managers. As more asset managers assess ESG exposure, and even use it as a basis for investing, it becomes important to understand and evaluate the degree to which ESG efforts can be maintained, creating long-term value, while reducing risk.
Regions: Asia, Canada, China, Europe, Japan, North America, Singapore, United Kingdom, United States
Authors: Radhika Kamath
Products: ASSET4
Keywords: ESG, valuation
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China Earnings Monthly
Aggregate Estimates and Revisions
21-Jul-2010
China Earnings Monthly provides analysis and commentary on aggregate earnings estimate revisions, growth rates and valuations.
Regions: China
Authors: Christine Short
Products: StarMine Professional
Keywords: earnings
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China Earnings Monthly
Aggregate Estimates and Revisions
23-Jun-2010
China Earnings Monthly provides analysis and commentary on aggregate earnings estimate revisions, growth rates and valuations.
Regions: China
Authors: Christine Short
Products: StarMine Professional
Keywords: earnings
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China Earnings Monthly
Aggregate Estimates and Revisions
26-May-2010
China Earnings Monthly provides analysis and commentary on aggregate earnings estimate revisions, growth rates and valuations.
Regions: China
Authors: Christine Short
Products: StarMine Professional
Keywords: earnings
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China -- A Bubble about to Burst?
Analyzing China's Macroeconomic Factors and Property Market
17-May-2010
With property prices rising rapidly in many cities across China, speculation is only increasing about an expanding real estate bubble. While many believe that the Chinese market is experiencing a manageable boom, there are others who argue that it is a bubble waiting to burst. This study focuses on Chinese macroeconomic fundamentals in general, and the real estate sector in particular, to evaluate the possibility of a credit-driven property bubble in China.
Regions: China
Authors: Radhika Kamath
Products: Datastream
Keywords: economics
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China Earnings Monthly
Aggregate Estimates and Revisions
31-Mar-2010
China Earnings Monthly provides analysis and commentary on aggregate earnings estimate revisions, growth rates and valuations.
Regions: China
Authors: Christine Short
Products: StarMine Professional
Keywords: earnings
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China Earnings Monthly
Aggregate Estimates and Revisions
03-Mar-2010
China Earnings Monthly provides analysis and commentary on aggregate earnings estimate revisions, growth rates and valuations.
Regions: China
Authors: Christine Short
Products: StarMine Professional
Keywords: earnings
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