The Yuan’s Falling, and the Market’s Not Panicking The steep drop in the value in U.S. dollar terms of the Chinese yuan contributed a lot to the difficulties experienced by the U.S. stock market in 2015 and 2016. The yuan’s initial sharp devaluation in early August, 2015 caused the S&P Read more…
Let’s Make A Deal, China Edition Since the correction that began in late February, the U.S. stock market has been laboring under many fears. These fears fall into two basic categories — the rational and the irrational. A fear can be rational or irrational on its face; no one would Read more…
Why Not to Worry About China Back in November, we wrote: “The skeptics and haters of the current bull market have spent the last eight years finding reasons and justifications for their skepticism. One of the favorite reasons for pessimism has been China. “Sometimes China has been a geopolitical boogeyman, Read more…
The skeptics and haters of the current bull market have spent the last eight years finding reasons and justifications for their skepticism. One of the favorite reasons for pessimism has been China. Sometimes China has been a geopolitical boogeyman, with journalists fretting about China’s rise on the world stage and Read more…
Chinese As A “Leading Global Power” by 2050 — And How China’s Tech Giants Feature In That Equation With Chinese internet stocks “as hot as the sun” according to one commentator, companies such as Alibaba [NYSE: BABA], Baidu [NASDAQ: BIDU], Tencent [Hong Kong: 700], JD.com [NASDAQ: JD], and TAL Education Read more…
Is China Doomed? Don’t Hold Your Breath Bitcoin’s from time to time, coverage of China rises to a crescendo in the popular media. China coverage reflects some of the same schizophrenia that afflicts much of the media’s output. At many points in the past several years, according to the media, Read more…
Social Commerce, Live Streaming, and Virtual Goods: Chinese E-Commerce Innovation Pulls Ahead Since its economy began to be opened in earnest in the 1990s, China has undergone a transformation so radical that it defies easy description — one we’ve often written about in these pages. From many perspectives, the Chinese Read more…
Video Games Rocket Ahead in 2017 The four largest “pure-play” video game companies have been star stock-market performers in 2017: Activision Blizzard [NASDAQ: ATVI], Electronic Arts [NASDAQ: EA], Take Two Interactive [NASDAQ: TTWO], and Tencent [Hong Kong: 700HK]. (Tencent is not technically a pure play, but does earn about half Read more…
China Has a Grand Strategy — They Want to Be the Greatest World Power China Has a Grand Strategy — They Want to Be the Greatest World Power Next week, the Chinese government will host 28 heads of state, as well as many senior government and NGO officials, at the Read more…
India Makes Progress Under Modi’s Steady Hand Back in September, we gave readers a rundown of the big digital strategy of India’s Prime Minister, Narendra Modi — an effort which will be critical in the unleashing of Indian economic growth and India’s rise on the world economic stage in coming Read more…
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