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...

Two of the biggest changes brought about by internet firms are the redirection of customer traffic and the enhancement of engagement with customers. In the past, people typically preferred to go downtown, where shopping malls were...

What could Beijing do to offset the adverse impact of the escalating US-China trade war? Fighting back with tariff hikes or limiting the damage by further depreciating the renminbi may not work well. I believe cutting taxes...

The migrant issue seems to be getting worse in Europe. Football star Mesut Özil has quit the German national team, claiming he has been a victim of racism after he posed for pictures with Turkish President Recep...

Apple’s stellar quarterly earnings report last week again highlighted the fact that services have become the key revenue growth engine. The US tech giant, it is becoming increasingly clear, has successfully turned itself into a software...

Amazon, the world’s second most valuable company, announced last week a whopping 39 percent rise in second-quarter revenue, at US$52.9 billion. The online behemoth booked US$2.5 billion in profit for the three months, up 12-fold from...

Ray Dalio, founder of Bridgewater Associates, the world’s largest hedge fund, bewailed that the average statistics hardly reflect the real conditions. For instance, the average statistics show that the United States is a rich nation. But...