China Infrastructure Views

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Infrastructure Stimulus Still Favoured

We believe the latest increase in China's railway investment target indicates that fixed asset investment in infrastructure remains the government's favourite tool in stimulating economic growth....

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Disney To Expand China Resort

US-based Walt Disney Company signed an agreement with Chinese joint venture partner Shanghai Shendi Group to boost the expansion of Shanghai Disney Resort in China.

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Valemax Strategy Further Imperilled

We expect further complications for Vale's strategy of increasing its Chinese iron ore market share after China's Transport Ministry reaffirmed a long-standing ban on Valemax ships berthing at...

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