Category Archives: China

Inside China’s Future Factory

Over the past 40 years, the fishing village of Shenzhen has been reborn as a futuristic metropolis bursting with factories. Bloomberg Businessweek’s Ashlee Vance travels to the heart of China’s tech revolution to witness this new reality firsthand, as part … Continue reading

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Hmmmm…

I’m focused on the picture in the People’s Daily tweet.  Are those what I think they are? China has been keeping its promises to uphold environmental protection since the first global commitment in 1972. Over 40 years gone by since … Continue reading

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Why Communist China Has So Many Billionaires – Bloomberg

By one estimate, China mints a new billionaire every two days, far exceeding the rate of countries like the United States. But how did China remain a nominally Communist state while becoming a hotbed for billionaires-in-the-making? Bloomberg QuickTake explains how … Continue reading

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Selling China ETF

Selling the China EFT, ASHR, into the close at $22.46 (corrected from earlier price $22.65 typo see here) for a 1.17 percent return.   Not happy with the price action and having doubts that the low-level sherpas in Beijing can move … Continue reading

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Opening China Shanghai ETF Trade

Taking some ASHR, the Xtrackers Harvest CSI 300 China A ETF at $22.20 for a short-term trade going into next week’s trade negotiations.  Our sense is Trump and Xi are under enormous pressure to generate a positive outcome, or at … Continue reading

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The fall of FAANG (and other thoughts)

FANGs haunted by worries over a “Splinternet.” Rana is very good.  Her book, Makers and Takers: How Wall Street Destroyed Main Street,  is a must read,  especially the chapter on how private equity, including the current Secretary of Treasury, dubbed The Foreclosure … Continue reading

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More Ugly Chinese Economic Data

The fiscal stimulus and trade concessions cometh? The Caixin/Markit Manufacturing Purchasing Managers’ Index (PMI) for December, released on Wednesday, fell to 49.7 from 50.2 in November, marking the first contraction since May 2017. Economists polled by Reuters had forecast only … Continue reading

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Xi Says Taiwan Will Be United With Mainland

Bloomberg is reporting tonight, Chinese President Xi Jinping said Taiwan must be unified with the mainland to achieve his goal of completing the country’s rejuvenation. “China must and will be united, which is an inevitable requirement for the historical rejuvenation … Continue reading

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The S&P Levels You Need To Know

Interesting double-top, double bottom W forming in the S&P500.   In honor of George H.W. and George W.?  Hmmm…… The futures were rejected right at key resistance in overnight trading, making a high at 2814.0 during in early morning pre-trading and … Continue reading

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China’s Top U.S. Auto Imports

How global is this? Of the ten best selling U.S. auto exports to China, six are German cars.  The real world is not as simple and more complex than conventional impressions. Source:  Bloomberg China has agreed to reduce and remove … Continue reading

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