Tag Archives: China

China Is Now The World’s Largest Official Creditor

Hard to believe the transformation of China over the past forty years. Just before Deng Xiaoping led a large Chinese delegation in 1974 to a special session of the United Nations,  the story goes, the government made a frantic search through … Continue reading

Posted in China, Uncategorized | Tagged , , , | 3 Comments

What Are They Thinking?

Stocks are reeling from the following headline. The White House is weighing some curbs on U.S. investments in China, a source familiar with the matter told CNBC. This discussion includes possibly blocking all U.S. financial investments in Chinese companies, the … Continue reading

Posted in Capital Flows, China, Uncategorized | Tagged , | Leave a comment

“Deals Galore” Coming This Fall

D Looks like the “Fab Four” – China, North Korea, Iran, and the Taliban — are queuing up just as we wrote about earlier this week, Deals Galore?  We also wonder if the Administration is on the verge of a … Continue reading

Posted in China, Uncategorized | Tagged , , , | Leave a comment

US and China relationship has forever changed

At times you will still see some volatility, says Catherine Yeung, investment director at Fidelity International.  – CNBC International

Posted in China, Uncategorized | Tagged , , , | Leave a comment

Stress Testing Apple

Goldman finally getting around to stress testing Apple as the trade war escalates.  They are out today warning Apple is in a world of hurt if China targets the iPhone maker in the trade war. The U.S.-China trade war could … Continue reading

Posted in Apple, China, Equities, Uncategorized | Tagged , , , , | Leave a comment

The Case For Free Trade

The Marxists and Socialists are winning the day, folks.   Apologies for the simpleton buzzwords but they are all the rage these days. The escalation of the trade war is bad, bad, bad news and could if we are not careful, … Continue reading

Posted in China, Economics, Trade War, Uncategorized | Tagged , , , | 2 Comments

BFTP: Don’t Say You Weren’t Warned On China Deal

BFTP = Blast From The Past CHINA SAID TO TELL U.S. SIDE WON'T CHANGE CHINESE LAW FOR DEAL — zerohedge (@zerohedge) May 6, 2019 China’s Pushback In Trade Talks Over Sovereignty Posted on February 12, 2019 Bingo! Note our comment from … Continue reading

Posted in Trade War, Uncategorized | Tagged , | 1 Comment

Tweet el Xi and Tweet el Jung?

We are a bit confused about last night’s POTUS tweet asking China to remove tariffs immediately on agricultural products.   We know the president is under tremendous pressure from farmers who are losing their arse and their farms in his trade … Continue reading

Posted in President Trump, Trade War, Uncategorized | Tagged , , , | 3 Comments

The Elusive China Trade Deal

Forbes asks the $382 billion question this morning,  Is A China Trade Deal Slipping Away? President Trump and Chinese leaders are trying to put a positive spin on their marathon trade talks, but the fact is that there is little … Continue reading

Posted in China, Trade War, Uncategorized | Tagged , | 1 Comment

China’s Pushback In Trade Talks Over Sovereignty

Bingo! Note our comment from an earlier post this evening, Seriously, folks,  do you really think the Middle Kingdom, with all its history and past glory, after climbing back to global superpower status, is now going to cave and give … Continue reading

Posted in Trade War, Uncategorized | Tagged , | 1 Comment