Category Archives: intelligence

Investing in China is too risky right now – Shaun Rein

Business analyst Shaun Rein has always been a China-bull, but even he is now advising to put China investments on hold, he tells in the Press Democrat, after Houston Rockets General Manager Daryl Morey was the latest to get into hot air.

US dollar is heading for a crisis – Jim Rogers

The trade war between China and the US is taking another casualty, says super-investor Jim Rogers: the US dollar. He will no longer bet on the US currency, as a downturn is nearing fast in a few years’ time, he tells according to News Max. Although for gamblers, buying US dollars for the short run might be an opportunity. In the long run he will switch to China’s renminbi or gold.

Why Tuesday’s crowd was different – Ian Johnson

Journalist Ian Johnson attended China’s National Day celebrations in Beijing and noted – apart from the military parade and obligatory propaganda, the crowd was different from earlier celebrations. “Tuesday’s crowd was different. It was made up of university professors, scientists, administrators, bureaucrats and people who had made some sort of contribution to the state. They weren’t props but excited participants who expected to remember this day,” he writes in the New York Times.

Delisting Chinese companies bad for US – Sara Hsu

The threat to delist Chinese companies from US stock exchanges has shocked observers, even though it is not yet clear whether the White House is moving forward. Financial analyst Sara Hsu warns the reputation of US financial institutions might be at stake. And also: her latest viewpoint on what the consumers might feel from the ongoing trade war.

Starbucks picks Beijing over Hong Kong – Shaun Rein

Starbucks found itself in hot water as the protesters turned against Maxim, the major franchise holder of the coffee outlet in Hong Kong. When it has to choose between Hong Kong and Beijing, Starbucks will pick China’s central government, says business analyst Shaun Rein according to Fortune.

Drop of yuan caused by US tariffs – Jim Rogers

China’s currency, the yuan, is on a downward track, not because of government action, but is a market reaction on the US tariffs on Chinese goods, says investment guru Jim Rogers. Washington has to blame itself for the weakening yuan, he tells in the Stocknewsbrief.com.

The abyss between Hong Kong and mainland people – Zhang Lijia

Western media too easily assume the protests in Hong Kong are supported by many mainland Chinese. Wrong, says author Zhang Lijia. There is a wide dived between mainland Chinese and Hongkongnese, and that is not only because of the media censorship in the mainland, she adds at the South China Morning Post.

Companies flee, rather than fight China – Sara Hsu

US President Donald Trump wants US companies to fight China, but they rather flee for greener pastures not to their home countries, says financial analyst Sara Hsu at the ChinaUSFacus. But some might decide to swap countries too early, she warns.

Jack Ma’s departure: a loss for Alibaba – Shaun Rein

Alibaba will not be the same after its charismatic chairman Jack Ma has left, says business analyst Shaun Rein, according to the China Daily.” “I’m not sure that people want to meet Daniel Zhang in the same way they want to meet Jack Ma.”

What happens when China’s economy slows down – Ben Cavender

The effects of a slowdown in China’s economy on foreign companies might vary, on the industry they are working in and on their size, says Shanghai-based business analyst Ben Cavender to Reuters. Smaller firms might close down, while larger ones try to diversify over time, he adds.