| GaveKal | Published: June 08 2006 00:00:00 |
| The Bullish Growth in China's Road Infrastructure | |
| By Louis-Vincent Gave | |
| Last year, we entered into a partnership with Dragonomics, a Beijing based, China dedicated research firm. Dragonomics (www.dragonomics.net) produces a very thorough review of China every quarter. In the review published last week, Tom Miller dwells on what we believe is a very important them: the impressive highway construction program currently occurring in China. The construction of roads in China is not dissimilar to what the US undertook in the 1950s and it is an important structural force for growth. For more details, please read below... | |
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