CHINA SOE REFORM: Detailed plan due in the next 3 weeks. Potential implications
There is a growing expectation that mergers involving huge state-owned conglomerates could be part of China's soon-to-be-announced reforms of...
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CHINA REFORM & ADRs: Big overhaul of foreign investment rules in China. Thoughts and implications
China is proposing an overhaul of its foreign-investment rules, which some news sources are saying is "the biggest revamp of China’s rules...
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Why Is Michael Burry So Bearish on Alibaba (And Other Major Chinese Tech Stocks)?
It recently became publicly available that Michael Burry (CEO of Scion Asset Management) recently started buying put options on numerous Chinese...
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