Business Views
-
China’s ‘engineer dividend’ is paying off big time
DeepSeek has changed how the world sees China. Worries over the country’s “3D” problem — that deflation, debt and demographics are structurally hampering growth ... -
How to make billions selling $1 lemonade
One can become a billionaire selling ice cream, lemonade and fruit smoothies — all for less than $1. Zhang Hongchao and Zhang Hongfu, two ... -
Beware of Li Kashing’s supersized value trap
From Chinese tech stocks to European defense shares, President Donald Trump’s second term seems to be lifting the world’s biggest value traps. One of ... -
A Nasdaq meltdown, like China’s Big Tech in 2021?
After the Magnificent Seven’s 5% selloff Monday, global investors are reevaluating their faith in US exceptionalism. They’re asking whether the Nasdaq is just going ... -
China slams US tariffs, says there are no winners in a trade war
China will not yield to bullying and its economy can weather higher tariffs imposed by U.S. President Donald Trump and other challenges, the Chinese ... -
When even China markets start to ignore Trump
Is it the lull before the storm, or has the tempest lost its destructive power? China’s tech stock rally is remarkably resilient considering the ... -
DeepSeek and ‘Ne Zha 2’ are bringing back what Xi ignored
Confidence can be elusive. Even the most tenacious need a few wins from time to time, to cast away self doubt and believe in ... -
A Chinese Alternative to the Magnificent Seven has arrived
A strong conviction trade is being shaken. As international stocks are outperforming this year, global investors are asking if their faith in US exceptionalism ... -
Hong Kong’s Cheng billionaires miss a gold ticket
The succession drama of Hong Kong’s billionaire Cheng family has been in the spotlight lately, largely because of its distressed real estate developer New ... -
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 ... -
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 ... -
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 ... -
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 ... -
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 ... -
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 ... -
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 ... -
China Vanke’s year of reckoning has finally arrived
In China, no private enterprise is too big to fail, especially when market narratives change and a new industry dynamic takes shape. China Vanke ... -
Trump goes from capricious to a China patriot
From Trump the Capricious to Trump the Baby, the US president-elect has quite a few nicknames in China. The most interesting on social media ... -
Beware of China’s political grandstanding on stimulus
China has been talking about stimulating its economy for almost three months — words that have mostly not been matched by deeds. In late ... -
South Korea’s Yoon can kiss his stock reform goodbye
South Korean President Yoon Suk Yeol has been touting a so-called corporate value-up plan to tackle the nation’s notoriously depressed stock market this year. ... -
Luckin Coffee is just the tip of Starbucks’ China woes
As Starbucks Corp.’s new Chief Executive Officer Brian Niccol engineers a business turnaround, what to do with its operations in China must be on ... -
No, China doesn’t really have a debt crisis
China is sitting on a lot of debt after a multi-decade infrastructure boom. Public borrowings1 hover at around 120% of gross domestic product, while ... -
China’s Luckin shows Starbucks how to sell coffee
Barbarians are coming to the gate. Just as Starbucks Corp.’s new Chief Executive Officer Brian Niccol begins to revamp the ailing coffee chain, its ... -
Trump muddies an already-chaotic debate in China
They might have to meet again. As President Xi Jinping decides on the size of China’s stimulus package, he has to consider the possibility ... -
GoFundMe bet social media can unlock Gen Z giving
GoFundMe is introducing new tools to make it easier to share causes across social media, aiming to appeal to younger, digital-native generations. The company ... -
Xi has finally realized what’s ailing China
Once bitten, twice shy. China’s latest supercharged stimulus measures have left many investors unconvinced. Despite Beijing’s repeated promises to revive growth through rate cuts ... -
Chinese takeout in Saudi Arabia? You bet
“Going out” is a major consideration among big Chinese corporations. Pressed by shrinking profit margins at home, China Inc. is keen to expand businesses ... -
Sports betting has changed. Could it affect your health?
Sports betting has undergone a major transformation in recent years, driven by legal changes and mobile technology. “It’s not even the same world,” says ... -
Xi’s supply-side panacea has lost its magic
Shuli Ren, Bloomberg Many are worried that China is making way more than the world needs. From electric vehicles to solar panels, plunging prices at home ... -
Luxury looks like a China carry trade set to unwind
Multinationals have a puzzle that they need to tease out in China, the world’s biggest market for luxury products: What’s driving a slump in ... -
How big is the yen carry trade, really?
When two popular trades, such as buying US big tech stocks and selling the Japanese yen, are unraveling at the same time, investors naturally ... -
China’s had enough of its own toxic price wars
China’s Politburo, its most powerful political body, recently pledged to boost consumer spending and curb “vicious competition” among businesses. This unusually direct statement reflects ... -
Big luxury frets that China is turning Japanese
Even LVMH Moet Hennessy Louis Vuitton SE, the world’s most resilient luxury conglomerate, is feeling the chill. And as so often, the wind is ... -
Xi is no fan of bankers. He’s got reasons
The disconnect between Wall Street and Main Street is reaching a flash point in China. President Xi Jinping has made it clear that he ... -
Xi must end this silly 30-year-old tax treaty
The system is ruining China’s public finance and is the root cause of the nation’s biggest economic problems. So what if China levies taxes on ...
You must be logged in to post a comment.