China vs Hong Kong: As the Economy Weakens Will Beijing Intervene?

The demonstrations in Hong Kong have been making global headlines in recent weeks and months. Hong Kong Chief Executive Carrie Lam finally announced on Sept... Read More»

Momo’s Stock Price Likely to Remain Volatile as Growth Slows

Momo Inc. (NASDAQ: MOMO), the Chinese location-based social media platform, released second-quarter results last week. The results were better than expected and... Read More»

More Tariffs Means More Monetary Easing

It may be a little ridiculous. But Donald Trump’s surprise decision, or threat, to impose a new round of tariffs on China at the start of September has subs... Read More»

Is YY’s Stock Price Cheap?

YY (NASDAQ: YY) continues to show very strong top line and user growth, but costs are rising even faster. Does the low valuation and news of a share buyback imp... Read More»

China’s Economy Still Strong Despite Trade and Tech War

There has remained continuing newsflow on the US-China trade war. What about the condition of the Chinese economy? The view here remains that Beijing is in... Read More»

Deconstructing the Donald’s Political Decisions

The Donald is clearly having the time of his life. I have to admit I find it quite remarkable how world financial markets and the world media keep reacting ... Read More»

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. But according to at least one Wall Street ana... Read More»

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 and the related “te... Read More»

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 not lead to coherent economic analysis. Tariff... Read More»