China
Biden Visits Korea and Japan With Rare Opportunity
On his first Asia spin as president, Joe Biden will find a surprisingly warm welcome, and is due to launch an economic framework for US-Asia relations.
A Dovish China Provides Some Support as Underlying Action Strengthens
The People's Bank of China is trying to help prop up the struggling Chinese real estate market by cutting interest rates.
Steve Wynn Accused of Working for China to Lobby Trump
If Elon Musk proceeds to buy Twitter, he would surely face censorship pressure stemming from Tesla's Shanghai factory, as Steve Wynn's experience shows.
Here Are Ways to Gain Emerging Market Exposure While Sidestepping China Risk
If you'd prefer to avoid the headline risk that comes with investing in China, here are a couple ETFs to consider.
Markets, Not So Confident Fed, Stocks Losing Streak, China Economy, My Trades
This week's earnings focus will be on the retailers with rivals such as Walmart and Target, as well as Home Depot and Lowe's reporting.
China's Economy Could Be Shrinking as Big-Ticket Purchases Stop
China's government is more concerned about stopping the spread of Covid-19 than spurring the economy back to life.
China Faces 'Tsunami' of Covid Infection That Could Swamp the System
A new study suggests 1.55 million people could die if China abandons zero-Covid, with the intensive-care system needing 15.6 times existing capacity.
New Leader Puzzles Hong Kong With Promise to Work for 'We and Us'
Beijing's hand-picked candidate, John Lee, takes over as head of Hong Kong, which continues to bleed emigrants and stock market red ink.
Safe Harbor: 8 Shipping Plays on the 7 Seas
From cargo to ports, investment experts select their favorite shipping sector stocks poised to benefit from current trends.
India Seizes Millions in Accounts of Smartphone Seller Xiaomi
Xiaomi, India's top-selling phone brand, has had US$725.8M seized by the Indian financial-crimes regulator in an investigation into allegedly illegal remittances.
Chinese Tech Sees Double-Digit Percentage Gains After Hint of End to Crackdown
Alibaba and JD.com climbed and led the way in Hong Kong after Chinese officials pledged to soon "compete the special rectification" to the tech sector.
Chinese Shares Rise on Promise of Infrastructure Spending and Pension Support
Asian shares fell across the region except in mainland China, where official pronouncements drove heavy-industry stocks higher.
Is it Time to Sell in May and Go Away?
Let's recap some of the main worries behind the selloff. Unfortunately, I think the trading action gets worse before it gets better.
Beijing's Covid Outbreak Sends Chinese Stocks South
The CSI 300 plunged to its lowest level in two years as residents of the Chinese capital stripped grocery store shelves bare amid lockdown fears.
Technical Conditions Continue to Deteriorate as Major Earnings Reports Roll In
The market is trying to discount all the negatives out there, and it is a process that takes some time.
An Awful Situation, Surging China Pandemic, Markets Find Religion, Fed, Earnings
One positive takeaway last week was the very low trading volume for Nasdaq-listed stocks in aggregate and for constituent names of the Nasdaq Composite.
Upbeat Indonesia Becomes Asia's Investment Alternative as China's Prospects Sour
Southeast Asia's largest economy is going strong and offers a contrast to lockdown-battered China.
Asian Equities Buffeted by Dual Crosswinds
Interest rates are rising in much of the Asia Pacific region, but the two largest Asian economies persist in very low rates and weakening currencies.
Rising China Recession Risk Could Be Exported Around World
China's economy grew 4.8% in Q1, but many China watchers say the numbers are getting increasingly unreliable.
Fed, Interest Rates, Earnings, Markets, China's Economy, Domestic Economics
Place a percentage on the likelihood of recession? It sounds more like someone trying harder to not get it wrong than trying to get it right.
Is Nike Set for a Good Run?
Management signals risks are overdone -- and Wall Street takes note.
Alibaba Loses Its Magic -- And a Big Chunk of Charlie Munger
Whatever it is that Munger knows about Alibaba is far less important than the fact that he's a seller.
The Time for Inflation to Be Resolved Benignly Has Passed
The possibility of a recession in the quarters ahead cannot be dismissed.
Chinese Lockdown Extends to More People Than the Entire U.S. Population
With 40.3% of the economy and US$7.2 trillion in production at risk, China's zero-Covid heavy-handed response is filtering through in the figures.
Markets, Russia, China and the Fed
I am more concerned, for markets, about quantitative tightening than rate hikes.
Fed Posturing, Russia, China Covid, Markets, Earnings Season, Valuation
Let's see how this earnings season shapes up.
JD.com Founder Joins Ranks of Chinese Entrepreneurs Who Step Down
Richard Liu will still control the voting power of JD.com, China's second-largest e-commerce site.
Chinese Regulators Move to Allow Chinese Listings to Remain on U.S. Markets
The stock watchdog in China is circulating new rules that would let Chinese companies listed overseas to share audit data, a sticking point for the SEC.
Labor Markets, Bonds, Freight Stocks, Fed, April Optimism, China Listing Rules
Investors were aggressively selling the stock of any company that moves freight. Not typically a good sign.
Kass: There's Downside Risk to Economic Growth and Upside Risk to Inflation
I'm of the view that we are in a Bear Market rally.