Richard Brubaker

Guangshen Railway Company: Profit From China’s Railroad Expansion

Michael,

great piece. as someone focusing on transportation in China, I would not suggest anyone use the rail to move their freight around simply because it is running full and you never know how long it will take for your goods to move.

Logistics in China is going to be a good play all around for the next few years as China develops, Rail, road, and river will all make huge jumps in capacity and infrastructure... and that is good for Volvo, real estate investors, logistics companies and those looking to invest in the second tier markets.