Category Archives: investments

Why Beijing does not need its newly built airport – Ian Johnson

In Southern Beijing, China is building the prestigious Beijing Daxing International Airport, due to open next September and serving up to 72 million passengers annually by 2025. But it is not only glamor being constructed, writes Beijing-based author Ian Johnson for the New York Times. If the military would not tightly control the Chinese airspace, the airport would not be needed to start with.

How Tencent moves into the cloud – Matthew Brennan

Tencent is moving its business model from mainly WeChat and B2C to the cloud. Tencent expert Matthew Brennan looks at the China Channel to the results he sees at the 2018 3Q results. It was the first time Tencent disclosed figures on their cloud activities.

Dropping China stocks are bad news – Sara Hsu

Investors in Chinese equity know from the past they have put their money on a roller-coaster. But the recent drop is very rough, and – says financial analyst Sara Hsu to the ChinaUSFocus, the drop is worse because much stock has been used as collateral for loans.

Just one idea is not good enough for a startup – William Bao Bean

Earning back the investment to gain China users for your internet startup is tough because of the high costs, says Shanghai-based investment guru William Bao Bean to travel website TTG. Just a brilliant idea is no longer enough, you need a suite of services to survive.

Mr. Trump cannot outsmart history – Jim Rogers

In the trade war between China and the US, president Trump tries to outsmart history, says investor Jim Rogers, author of A Gift to My Children: A Father’s Lessons for…

Why I sold my US stocks for Chinese equity – Jim Rogers

Renowned investor Jim Rogers sold his US stocks and changed them for Chinese equities, he told at Yicai Global. For him, the Belt and Road initiative fits into his optimistic view on China’ economy, he adds.

China misses the point on Africa – Howard French

China routinely dismisses accusations it is copying the behavior of former colonial powers in Africa, but is missing the point, says journalist Howard French, author of China’s Second Continent: How a Million Migrants Are Building a New Empire in Africa, at the Sydney Morning Herald.

Dropping numbers, more new faces in 2018 China rich list – Rupert Hoogewerf

Dropping stock markets have caused a bloodshed at the 2018 Hurun Rich List where 11% dropped off the list compared to 2017. But also 219 new faces entered the list, says Rupert Hoogewerf, Hurun Report Chairman and Chief Researcher at their website. Alibaba’s Jack Ma became number one again, pushing out real estate tycoons.

Promising investment prospects in North Korea – Jim Rogers

For investors the prospects for North-Korea are similar to China in 1978, says superinvestor Jim Rogers, author of Street Smarts: Adventures on the Road and in the Markets,  according to the Korean medium Hankyoreh. “If North Korea introduces reforms and openness, it will achieve rapid economic growth in the double digits or higher.”

Alibaba: well positioned to enter Russia – Ashley Dudarenok

China internet giant Alibaba struck a major deal last week with Russia’s  Mail.ru – one of Russia’s leading tech and media conglomerates that is already called Russia’s Alibaba. A smart move says Russian Ashley Dudarenok, a veteran marketer on China’s e-commerce and author of Unlocking the World’s Largest E-market: A Guide To Selling on Chinese Social Media in the China Economic Review.