Asia Infrastructure Key Analysis

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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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Construction Boom Not A Guarantee

We continue to believe that near-term construction growth in Myanmar will remain close to the modest levels seen in 2012. This lack of acceleration in growth is due to the limited upside to foreign...

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