China
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…
Chinese Healthcare Company Partners with Israeli Cannabis Firm
Chinese healthcare firm Thalys Medical Technology Inc. (SHA: 603716) has turned to Israel for help as it bids to accelerate…
Why the Stock Market Rally Has Resumed and What to Expect
Strategist Christopher Wood writes about the factors involved in the resumption of the stock market rally and what we could…
YY Rockets on Solid User Growth
China’s social media streaming platform YY (NASDAQ: YY) reported 4th quarter revenue and earnings just ahead of analyst estimates on…
“Risk On” Market Remains the Base Case but There is One Big Risk
Strategist Christopher Wood writes about the risk-on market being the base case and the biggest risk to the market.
TTM Technologies: Undervalued Stock Doesn’t Fear U.S.-China Trade War
A quick look at the share price of TTM Technologies Inc. (NASDAQ: TTMI) would suggest that a major crisis had…
Will The Donald Score a Double Win on China and North Korea?
The benefit of the doubt is still given to the continuation of the risk on trade that commenced on Boxing…
China Preys on Taiwan’s Chaotic Political Climate to Unify
With all the focus on the US-China trade negotiations, it is easy to forget about Taiwan and the long-running cross-Strait…