At the Consumer Electronics Show (CES) in Las Vegas, Google made a splash as it unveiled new features of the digital helper software Google Assistant and spoke about its integration to other devices. Google set up...

There has been talk that the action against Huawei CFO Meng Wanzhou, who has been arrested in Canada earlier this month at the request of the United States, can be seen as part of Washington’s attempts...

The Nasdaq index dropped over 3 percent last Friday even though there was no major negative news that day. Such slide is evidence that what’s really hurting the market is a tightening liquidity environment. To gauge...

Making investment decisions based on predictions of political and economic changes is a risky proposition because predictions are often wrong.  Even if one is able to make a correct prediction once or twice, all the gains...

It’s widely believed that the recent sell-off of chipmaker Nvidia was due to waning demand for cryptocurrencies and the US-China trade war. However, demand related to cryptocurrency mining accounts for less than 1 percent of the...

China has started deleveraging since the beginning of this year, which is considered as tapering by most people. The stock market has thus suffered a heavy sell-off. Why deleverage? It’s because the corporate sector – state-owned enterprises,...

China is said to be mulling an overhaul of the mechanism for collecting social insurance levies, a move that could result in increased financial burden on local businesses. That has become a key concern for market...

Ray Dalio, founder of the world’s largest hedge fund Bridgewater, believes that credit cycle is behind everything in the world. Easy monetary policy often leads to better business performance and higher personal income. In the case...

Investors who practice value investing are typically attracted to shares with low valuations. But a survey of Chinese counters would show that buying into low PE stocks might end up with their valuations falling even lower. By...

Ray Dalio, founder of the world’s largest hedge fund Bridgewater Associates, has said all cycles are credit cycles. The market now is behaving exactly as he described. Take a look at the impact of US monetary...

China’s consumer price index rose by 2.5 percent in September from a year earlier, a seven-month high and up from a 2.3 percent growth in August. The producer price index increased by 3.6 percent, after a 4.1...

Following the comment by US Federal Reserve Chairman Jerome Powell last week that “we’re a long way from neutral at this point”, the 10-year US treasury yield spiked above 3 percent. The decade-long bond market boom...

It is said that asset prices reflect the current status of money supply. Is the global money supply increasing or decreasing? The balance sheet of central banks serves as the monetary base. Through the banking system,...

The Hang Seng Index has already tumbled over 6,000 points from its peak this year. Investors might have had their hopes too high and are now coming to terms with reality. So what are the worst...

The Nasdaq index has been hitting new highs in recent months, prompting investors to take a fresh look at technology plays. The question now is this: which specific segment within the sector should one bet on?...

Some Hong Kong equity investors ask why they should shift to the US market, given that they are less familiar with the equities there. For an answer, they just need to take a look at these...

China is preparing to overhaul the mechanism for collecting social insurance levies, a move that could result in increased burden on local businesses. Under the new system, the power to collect the funds will be consolidated...

After a dramatic climb from NT$353 at the beginning of this year to NT$1,310 in early July, Taiwan-based passive components manufacturer Yageo Corp saw its share price fall back to around NT$650 recently. Volatility is nothing...

China’s A shares have dropped nearly 20 percent since the beginning of this year. However, unlike in 2015, when almost everyone was participating in the stock market, and thus got burned badly when the market crashed,...

The Hang Seng Index has come off more than 5,000 points from its January peak, with many sectors suffering heavy sell-offs. As the price-earnings ratio of the market is currently at below 12, one can ask...