Four reasons to buy China tech, and one fatal snag

Chinese tech companies are suddenly hot. The Hang Seng Tech Index has soared 23% this year, far outpacing the Nasdaq 100’s 5.3% gain. Alibaba Group Holding Ltd.

China a source of certainty in world of turbulence and transformation

The world is rapidly changing, and it is once again experiencing the turbulence of transformation. As in days gone by, people are trying to read the signs to

AI needs global consensus on its governance

As artificial intelligence breakthroughs in the form of chatbots such as ChatGPT and, more recently, DeepSeek continue pushing the boundaries of the technology, the hopes and anxieties surrounding

Inflation is heating up again, putting pressure on Trump to cool it on tariffs

Inflation figures released on Feb. 12, 2025, will come as a disappointment to Americans who hoped President Donald Trump would be true to his word on bringing down

David Tepper’s ‘Everything’ China trade has a new plot

The investing world has something new to think about this year: What to do when it’s becoming clear that China is pumping out products that consumers in the

Recent aviation disasters cause fears about the safety of flying

The spate of recent aviation disasters and close calls have people worried about the safety of flying. The midair collision that killed 67 near Washington, the fiery

Xi has squandered his most powerful trade war weapon

The tables have turned. As US President Donald Trump reignites his trade war with China, he’s got all the bargaining chips. The growth trajectories of the world’s

AI datasets have human values blind spots − new research

My colleagues and I at Purdue University have uncovered a significant imbalance in the human values embedded in AI systems. The systems were predominantly oriented toward information and

Cooperation a winning proposition for all

Just two weeks after the new US administration was sworn in and already some countries are lamenting that being Washington’s adversary may be safer than being its ally,

China’s Mr. Big won’t cave in to Trump for nothing

President Xi Jinping has a nickname in China. Instead of calling him directly by name, people commonly use Da Da, or Mr. Big. After all, he is the

US exceptionalism is the only game in town

Investors naturally worry when a trade gets crowded. The dollar and US stocks have benefitted tremendously from recent global portfolio inflows. As of June 2023, the latest

Asset allocation when you have enough

I recently chatted with a retired couple who were looking for a second opinion about their portfolio’s asset allocation. The key question: Is 65% in stocks too high

Trump’s billionaires take the great leap forward

With tech stocks and crypto currencies soaring, so much new wealth is being created that we sometimes forget $500 billion dollars is a lot of money, even in

Better trajectory for Sino-US relations requires actions in line with direction indicated by talks

In a telephone conversation with US Secretary of State Marco Rubio on Friday, Chinese Foreign Minister Wang Yi expressed Beijing’s hope and expectation that China and the United

This is how to divine China Vanke’s future

With about $5 billion in debt coming due this year, time is running out for China Vanke Co., the country’s largest privately-held real estate developer. Vanke has

Climate pact withdrawal breaks trust in US

This year will see countries finalize their national plans to meet their emissions reduction targets by 2035, the focus of this November’s COP30 global climate talks in Brazil.

Fragile truce rests on new US administration

After 15 months of fighting that has claimed tens of thousands of lives, a long-awaited ceasefire deal between Israel and Hamas came into force on Sunday. The

TikTok tests US earnestness for cooperation

TikTok “temporarily” suspended its services in the United States on Saturday, following the Supreme Court’s ruling that a law requiring the app to sever ties with its Chinese

Hong Kong-Dollar peg makes less sense than ever

Whenever the Federal Reserve turns more hawkish and the cost of dollar funding soars, debate over whether Hong Kong should change its currency’s peg resurfaces. The fixed exchange rate

AI curbs show Biden’s rejection of cooperation

Looking back over the past four years, from its first sit-down with the Chinese side in Anchorage in March 2021, the Joe Biden administration has shown no qualms

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