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Category Archives: China
Trade Talks & The Chinese New Year: The Year Of the Pig [In A Poke]
‘Don’t buy a pig in a poke’ might seem odd and archaic language. It’s true that the phrase is very old, but actually it can be taken quite literally and remains good advice. The advice being given is ‘don’t … Continue reading
Inside China’s High-Tech Dystopia – Bloomberg
In part three of Hello World Shenzhen, Bloomberg Businessweek’s Ashlee Vance heads out into a city where you can’t use cash or credit cards, only your smartphone, where AI facial-recognition software instantly spots and tickets jaywalkers, and where at least … Continue reading
Posted in Automation, China, Technology, Uncategorized
Tagged Bloomberg, China, Hello World, High-Tech Dystopia
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The Increasing Risk of A Major China Trade Debacle
In case you missed our Week In Review, let us reiterate our concern about a potential major debacle in the U.S.-China trade negotiations. It appears President Trump and his negotiating team have, once again, painted themselves into a corner with … Continue reading
Inside China’s Future Factory
Over the past 40 years, the fishing village of Shenzhen has been reborn as a futuristic metropolis bursting with factories. Bloomberg Businessweek’s Ashlee Vance travels to the heart of China’s tech revolution to witness this new reality firsthand, as part … Continue reading
Posted in China, Manufacturing, Uncategorized
Tagged Bloomberg, China, Future Factory, manufacturing
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Hmmmm…
I’m focused on the picture in the People’s Daily tweet. Are those what I think they are? China has been keeping its promises to uphold environmental protection since the first global commitment in 1972. Over 40 years gone by since … Continue reading
Why Communist China Has So Many Billionaires – Bloomberg
By one estimate, China mints a new billionaire every two days, far exceeding the rate of countries like the United States. But how did China remain a nominally Communist state while becoming a hotbed for billionaires-in-the-making? Bloomberg QuickTake explains how … Continue reading
Selling China ETF
Selling the China EFT, ASHR, into the close at $22.46 (corrected from earlier price $22.65 typo see here) for a 1.17 percent return. Not happy with the price action and having doubts that the low-level sherpas in Beijing can move … Continue reading
Opening China Shanghai ETF Trade
Taking some ASHR, the Xtrackers Harvest CSI 300 China A ETF at $22.20 for a short-term trade going into next week’s trade negotiations. Our sense is Trump and Xi are under enormous pressure to generate a positive outcome, or at … Continue reading
The fall of FAANG (and other thoughts)
FANGs haunted by worries over a “Splinternet.” Rana is very good. Her book, Makers and Takers: How Wall Street Destroyed Main Street, is a must read, especially the chapter on how private equity, including the current Secretary of Treasury, dubbed The Foreclosure … Continue reading
Posted in Apple, China, Equities, Housing, Uncategorized
Tagged FAANGs, Fana Foroohar, FT
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More Ugly Chinese Economic Data
The fiscal stimulus and trade concessions cometh? The Caixin/Markit Manufacturing Purchasing Managers’ Index (PMI) for December, released on Wednesday, fell to 49.7 from 50.2 in November, marking the first contraction since May 2017. Economists polled by Reuters had forecast only … Continue reading
Global Macro Monitor 