News Analysis Hong Hao, a prominent Chinese market analyst and former managing director for BOCOM International, recently crossed the Chinese Communist Party’s (CCP) red lines for speech by highlighting the irreconcilable differences between the United States and the CCP on China concepts stocks. Hong was banned on Chinese social media for his comments betting against…
US, China Hold Irreconcilable Positions on China Concepts Stocks, Says Analyst Now Canceled in China
May 16, 2022
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AnalysisChinaChina Business & EconomyChina Concept StockseconomyOpinionSEC - U.S. Securities and Exchange CommissionUSUS-China relations
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Market Analyst Canceled Over Downbeat Forecasts About Chinese Stock Market
May 16, 2022
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AnalysisChinaChina Business & EconomyChina Concept StockseconomyOpinionSEC - U.S. Securities and Exchange CommissionUSUS-China relations
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News Analysis Hong Hao, a prominent Chinese market analyst and former managing director for BOCOM International, may have been caught in Beijing’s censorship crosshairs for betting against China’s economy. He was removed from Chinese social media over critical remarks about the Chinese Communist Party’s (CCP) policies and warned against the full delisting of China concept…
Asset Bubbles & Forward Returns
Commentary Asset bubbles have been prevalent throughout history. Whether it was the “Tulip bubble” in the 1600s, the South Sea bubble of the 1700s or the Dot.com bubble of 2000, they resulted from excessive investor speculation. Of course, the other side of the inflation was the long unwinding of those bubbles as valuations mean reverted…
Asset Bubbles and Forward Returns
Commentary Asset bubbles have been prevalent throughout history. Whether it was the “Tulip bubble” in the 1600s, the South Sea bubble of the 1700s or the Dot.com bubble of 2000, they resulted from excessive investor speculation. Of course, the other side of the inflation was the long unwinding of those bubbles as valuations mean reverted…
The Fed Made a Serious Mistake
Commentary The latest released U.S. inflation was expected to slow down. The rationale behind such a bet by the economists might be the high base of a year ago: March 2021 was at 2.6 percent, and April 2021 was 4.2 percent. If only in this sense, a slower number for last month may not mean…
Investing Lesson of Math Learned the Hard Way
Commentary The one investing lesson that every investor must learn in surviving the long game is how math works. I recently received an email from a reader suggesting that the 2021 decline in the market is “no big deal” because of the stellar returns over the last decade. He quoted a snippet of an article…
Chinese Media’s Polarized Reports Over Russia-Ukraine War May Reflect Exacerbated Rift Within CCP
May 10, 2022
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AnalysisChinaEuropeInside CCP OfficialdomInternational RelationsOpinionRussiaRussia-Ukraine WarSpecial TopicsUkraineWorld
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News Analysis The Chinese Communist Party’s (CCP’s) media mouthpieces recently published polarized reports over the Russia-Ukraine war, including a rare, positive interview with the Ukrainian Foreign Minister while at the same time persisting with its criticism of the United States. The contradictory articles on tightly controlled state platforms highlight the split in views at the…
China Arrests Ma Mou Who Outlined an ‘Interim Congress’
Analysis On May 3, Beijing revealed the investigation of a national security case involving a person with the surname Ma. The coverage immediately caused Alibaba’s stock to tumble more than 9 percent in a day, because people took it that the co-founder of Alibaba, Jack Ma, had been arrested. Chinese state outlet CCTV reported Ma…
Four Megacities Start Regular, Mandatory Testing, Zero-COVID Policy May Come to an End: Analysis
News analysis Four cities in China have reportedly proposed to regularly conduct compulsory massive nucleic acid testing after Shanghai announced that it achieved “basic zero-clearance at the social level.” The move is regarded by some analysts as a way of “coexisting with the virus,” and indicates that the Chinese Communist Party (CCP) might be ending its…
Warehouse Fires Occurring Nationwide May Be Linked to Lockdown Policy
News Analysis Logistics parks and warehouses in many parts of China have reportedly caught fire in recent months. Some suggest that the fires could have been set on purpose to conceal the dumping of (or spoiled) materials that couldn’t be delivered during lockdown-induced transportation disruptions. From February to April, fires were frequently reported in the…
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