China
Avoid Technology Stocks Until After Earnings Season, Warns Leading Analyst
Technology stocks have been on an absolute tear this year, far outpacing the S&P 500 Index in terms of growth.…
Hong Kong Protests Come at a Difficult Time for China
Amid the continuing U.S.-China trade row, and the potentially even far more negative longer-term consequences of the targeting of Huawei…
Could a U-Turn on U.S.-China Negotiations Prevent a New Cold War?
The tweet may be a highly effective means for Donald Trump to manage the news cycle. But the methodology does…
China Declares North American Marijuana Legalization is a Threat
Beijing has described cannabis legalization in North America as a “new threat to China” after reporting an increase in marijuana…
Little Hope Left as Trade War Escalates Into a Tech War
I am currently looking wrong on the U.S.-China trade dispute. The view here had been to expect a deal on…
Huawei Saga Takes Another Unexpected Turn
The U.S.-China trade war escalated last week after Washington barred American companies from working with Huawei, China's largest smartphone manufacturer.…
What China Slowdown? Alibaba Revenue and Earnings Surge in Q3
Shares of Alibaba Group Holding Ltd. (BABA) rose on Wednesday after the China-based retailer reported blowout corporate earnings, defying a…
China’s Erratic Housing Market and the State of its Credit
The most important economic data to monitor in Asia this year will be Chinese credit data. On this point, the…
Has the Economy Reached a State of “Benign Equilibrium”?
The change of stance by the Federal Reserve has naturally raised hopes that the U.S. economic cycle has achieved a…