If you read the info from that link, YRCW was in China before Federal Express and others. How could you miss the point? Besides that, in the sale to private equity, YRCW retained all China ops. And the recent news over the weekend, China exports are way up over expectations.
As for your disclosure, "Nothing to disclose. No positions." I'd like to know why then, considering the thousands of stocks out there that you do not own nor short there either, you should be posting your sell side opinions there too. Get busy.