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Tag: china

Flattened Alibaba

Analysts have a neutral view of Alibaba (BABA) going into 2022. They see revenue across all business lines slowing from pandemic levels. But growth rates are still strong, and new business lines are just in their infancy. The negativity among analysts is palatable. Longer term, they maybe overdone.

EV Charging

As part of the US infrastructure bill, EV charging stations will get some government support. Its not enough, and private investment will lead the development of a huge network of EV charging ports.
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China – The Bad Boys of the CCP

China has had a pretty tough time of it recently, in terms of market performance. We think that this might provide for some opportunities to buy at prices that are more fair value than recent.

Friday Investment Talk: Chinese Consumers, E-Commerce, Space Exploration, Seasonality, Small Caps and Bitcoin Bubbles, and OZON

FIT Jan 15
Fidelity is bullish on China. Goldman Sachs likes OZON. ARK's Cathie Wood likes space exploration. But, seasonality does not bode well for markets in late January/February.

Trade Idea: Asian Travel

Asia Travel
Domestic Chinese travel has recovered to levels seen before COVID. A recovery of Asian travel is likely to follow. Two stocks stand to revalue on an increase in mobility trends.
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Friday Investment Talk: USD Interest Rates, Currencies, China and Vietnam

Firday Investment Talk
This week we review how US real negative interest rates have pressured the USD while giving strength to the Euro and some emerging market currencies and sovereign debt. We look at commodities, FAANG stocks, china and even Vietnam.

China and the QQQs

US and China tensions are beginning to boil over after China passed a plan to increase its security presence in Hong Kong. The US State Department no longer considers Hong Kong to have significant autonomy and now threatens to revoke the special current special status it enjoys. Which US listed companies derive large amounts of revenue from Hong Kong and China? We look at how changes affect these companies and the indexes they comprise.
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Market review for January 2015

We are through the first month of 2015 and the market is trading very differently this year as compared to last year, ever since the Fed turned off their printing presses. Volatility has been elevated since January 1st and investors really don’t know which way to push stocks since they are fairly to fully priced …

Market review for January 2015 Read More »

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