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 trade between U.S. and China because of Donald Trum... Read More»

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. On Mo... Read More»

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 broad cooldown in th... Read More»

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 data for March has confirmed the moderate uptr... Read More»

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 so-called “benign equilibrium”, where gro... Read More»

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 the development of China’s medical h... Read More»

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 expect to happen.... Read More»

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 Tuesday. YY managed to earn... Read More»

“Risk On” Market Remains the Base Case but There is One Big Risk

Strategist Christopher Wood write about the risk-on market being the base case and the biggest risk to the market.... Read More»