Displaying items by tag: China
Chinese Tech Stocks' Slip is an Opportunity
(Shanghai)
Chinese technology and financial regulation have been on the rise. And big tech companies such as…see the full story on our partner Magnifi’s site
Chinese Banking Experiences Unprecedented Rally
(Beijing)
The Chinese banking sector has a tighter leash with regulators than most all other countries. For the most part, this…See the full story on our partner Magnifi’s site.
How to Adapt as China Pulls the Reins on Stimulus
(Beijing)
The U.S. is set to ramp up its stimulus efforts as it passes the Biden Administrations' $1.9 trillion covid relief package. China, however…view the full story on our partner Magnifi’s site
Regulators Stepping into Chinese Fintech
(New York)
The Premier of the state council of China, Li Keqqiang, announced plans to increase oversight and regulation in the country’s financial and fintech sectors…view the full story on our partner Magnifi’s site
One Sector That Will Thrive in the US-China Cold War
(Beijing)
If one thing has been clear over the last couple of years, it is that US-China relations are getting worse. It started earlier in Trump’s term and has escalated in a tit-for-tat battle over the last couple years. Some refer to it as a great “uncoupling” while others say it is a new cold war. Whatever you call it, there are a handful of sectors that will do well as the situation unfolds. One such sector is automation and robotics companies. These companies are likely to do very well as US businesses are forced to re-shore manufacturing from China and seek out automation to make the return more economical.
FINSUM: A major decoupling will be a very ugly event. US companies do $500 bn of sales in China each year. The automation play makes sense. Check out the Robotics ETF (ROBO).