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Category: China

Icarus And His Ant

December 24, 2020December 24, 2020

Shares of Alibaba dove in Hong Kong Thursday, extending a slide that now sums to

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10 Comments on Icarus And His Ant

China’s Recovery Continued In November. PBoC Surprises With 950 Billion Liquidity Injection

December 14, 2020December 14, 2020

Dust off the boilerplate China recovery copy. The world’s second-largest economy continued to perform in

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2 Comments on China’s Recovery Continued In November. PBoC Surprises With 950 Billion Liquidity Injection

China Sees First Consumer Price Deflation Since 2009

December 8, 2020

For the first time since 2009, China witnessed consumer price deflation. CPI declined 0.5% in

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Leave a Comment on China Sees First Consumer Price Deflation Since 2009

Terms Of Trade

December 7, 2020December 7, 2020

Equities seemed a bit nervous to start the new week as concerns over new US

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3 Comments on Terms Of Trade

The Balance Of The News

December 4, 2020December 4, 2020

Global equities moved higher Friday, albeit gingerly as circumspect investors assessed the balance of the

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oil5 Comments on The Balance Of The News

Wall Of ‘What, Me Worry?’

November 30, 2020November 30, 2020

Global equities looked to take a step back Monday, in cautious trading on the last

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4 Comments on Wall Of ‘What, Me Worry?’

China’s Key October Data Is Good Enough. PBOC Moves To Quell Liquidity Concerns

November 15, 2020November 16, 2020

China’s economic recovery remained largely on track in October, activity data out Monday suggested. Retail

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1 Comment on China’s Key October Data Is Good Enough. PBOC Moves To Quell Liquidity Concerns

Lukewarm Congratulations

November 13, 2020November 13, 2020

Global equities were mixed and Wall Street looked to end a rollercoaster week with gains

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1 Comment on Lukewarm Congratulations

Chinese Tech Is Imploding

November 11, 2020November 12, 2020

Chinese tech shares are in trouble. Beijing’s abrupt blitz to rein in Alibaba, Tencent, and

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5 Comments on Chinese Tech Is Imploding

Crude Carnage, China ‘On Track’ And ‘When Does The Pub Open Again?’

November 2, 2020November 2, 2020

Global equities were generally buoyant Monday, kicking off a pivotal week with gains despite a

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oil3 Comments on Crude Carnage, China ‘On Track’ And ‘When Does The Pub Open Again?’

China Has Seen Enough Yuan Strength, Apparently

October 27, 2020October 27, 2020

Beijing has apparently seen enough yuan appreciation for the time being. Just hours after Guan

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1 Comment on China Has Seen Enough Yuan Strength, Apparently

Boeing Lands In Xi’s Crosshairs As Taiwan Spat Nears Boiling Point

October 26, 2020October 26, 2020

On a day when ominous headlines around new COVID-19 restrictions in Europe were front and

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3 Comments on Boeing Lands In Xi’s Crosshairs As Taiwan Spat Nears Boiling Point

China’s Economy Grew Less Than Expected In Q3, But September Activity Data May Carry The Day

October 18, 2020October 19, 2020

“Unscathed” isn’t the right word. Neither is “resilient.” Rather than cycle through my mental Rolodex

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2 Comments on China’s Economy Grew Less Than Expected In Q3, But September Activity Data May Carry The Day

A World Of Problems

October 15, 2020October 15, 2020

Global risk sentiment deteriorated markedly on Thursday as virus fears, waning odds of a pre-election

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Overall, Pretty Strong

October 14, 2020October 14, 2020

The nice thing about self-imposed deadlines is that you can always extend them, which is

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1 Comment on Overall, Pretty Strong

Exercising Control

October 12, 2020October 12, 2020

Investors come into the new week with scarcely more clarity on another round of US

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1 Comment on Exercising Control

US May Target Tencent, Ant Group With Potential To Disrupt World’s Largest IPO

October 7, 2020October 7, 2020

In a move perhaps designed to cast a pall over what could be the world’s

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2 Comments on US May Target Tencent, Ant Group With Potential To Disrupt World’s Largest IPO

China PMIs Beat, Ostensibly Bolstering Recovery Case

September 29, 2020September 29, 2020

China’s economic recovery remained largely on track in September, PMI data out Wednesday suggested. The

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3 Comments on China PMIs Beat, Ostensibly Bolstering Recovery Case

Trump Administration Sanctions China’s Top Chipmaker In Possible ‘Tipping Point’

September 26, 2020

Earlier this month, shares of Semiconductor Manufacturing International, China’s top chipmaker, plunged on reports the

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5 Comments on Trump Administration Sanctions China’s Top Chipmaker In Possible ‘Tipping Point’

‘Gangster Extortion’: China Mounts Media Blitz Against Trump’s TikTok Deal

September 23, 2020September 23, 2020

“What the United States has done to TikTok is almost the same as a gangster forcing

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5 Comments on ‘Gangster Extortion’: China Mounts Media Blitz Against Trump’s TikTok Deal

Analyst Warns Of ‘Fort Sumter Moment’ After Trump’s Friday TikTok, WeChat Ambush

September 18, 2020September 18, 2020

Some analysts are already warning that the Commerce department’s Friday morning broadside against WeChat and

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6 Comments on Analyst Warns Of ‘Fort Sumter Moment’ After Trump’s Friday TikTok, WeChat Ambush

Trump Bans WeChat From US, Freezes TikTok Updates In App Stores Starting Monday

September 18, 2020September 18, 2020

Wilbur Ross’s Commerce department on Friday imposed sweeping new rules on TikTok and WeChat in

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1 Comment on Trump Bans WeChat From US, Freezes TikTok Updates In App Stores Starting Monday

China Beats Across The Board With August Activity Data. Yuan Strongest Since Huawei Ban

September 14, 2020September 15, 2020

China on Tuesday reported activity data for August that beat expectations, helping to cement the

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1 Comment on China Beats Across The Board With August Activity Data. Yuan Strongest Since Huawei Ban

Oracle Said To Win TikTok Bidding War As Microsoft Rejected, Algo In Question

September 13, 2020September 14, 2020

Just 48 hours after reports indicated that Beijing would prefer ByteDance simply shut down TikTok

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3 Comments on Oracle Said To Win TikTok Bidding War As Microsoft Rejected, Algo In Question

Xi Jinping Loses Patience. Said To Prefer TikTok Shut Down In US

September 11, 2020

Xi Jinping is (still) not amused with the prospect of TikTok’s US operations being forcibly

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8 Comments on Xi Jinping Loses Patience. Said To Prefer TikTok Shut Down In US

When The Chips Are Down

September 7, 2020September 7, 2020

Monday was a rough day for Semiconductor Manufacturing International. Shares of China’s top chipmaker plunged

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2 Comments on When The Chips Are Down

Boiling And Launching

September 3, 2020September 3, 2020

“If related enterprises are transferring technology abroad during trade, investment or technical cooperation that fall

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1 Comment on Boiling And Launching

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