$China Railway Group Limited(601390)$Railing away?Given slower economic growth as China rebalances its economy, infrastructure investments are often adopted as a counter-cyclical policy. i also see renewed focus on a highway-to-railway shift for cargo transportation as China seeks to lower logistics costs and accelerate its de-carbonisation push. CRG is a key beneficiary as one of the leading infrastructure constructors, though timing of new contracts approval could be volatile. While China‘s Belt and Road initiative could be a medium-term driver, domestic contracts remain the key driver, accounting >90% of total.DYODD.