Let's tick off all China's bad news, before getting to the good news. Good news, that is, for investors looking to diversify their global...

Like Hollywood, the western press is invested in narratives and emotional manipulation. Unlike Hollywood, that press has no compunction...

Politics makes shortchanged bedfellows. As we've written before and will no doubt write again, the paradigm that China stocks = the VIEs...

As usual when the latest Chinese financial scandal hits the press, the unsaid bears as much scrutiny as what is said. "Property bubble...

Of all the financial gurus currently preaching risk-off China, camera-friendly Catherine Wood of Ark Investments gets the most financial...

Tech, ed, and now gaming company crackdowns are grabbing all the China financial headlines. "Hurting Wall Street" is the MSM perspective;...

Not that you would ever convince participants at Reddit r/China otherwise, but the thesis that regulatory crackdowns are intended to...

Compliance often means spelling things out for the aggressively uninformed, e.g. "This coffee may be very hot," or "investing your money...

Bonds...plain bonds, are twice as enticing in China, where government-issued debt offers above 3% yields, compared to the U.S.' current...

Financializing its economy is a key component of China's "dual circulation" strategy. However, the playbook definitely calls for making...

If you strain your ears, you should be able to hear the collective relieved sigh of a million Shanghai students. Final exams will now be...

We'd like to bear witness against the notion that Chinese giants are simply propped up by their government when they stumble. Sure,...

First they came for the tech companies, and we did not speak, for cybersecurity and monopolies are a thing. Next they came for the listed...

It's just the same as with your therapist: the more you open up, the harder it is to stop. Opening up the economy led to 9%= GDP growth...

For now, data-dependent China tech stocks are not Coming to America. And the fracas for all the microchips takes new turns every week. Is...

Suspended IPOs. $800b, wiped off investors' balance sheets. Could things get any worse for those of us who want nothing more than to lock...

Forgotten visionary Bucky Fuller predicted "ephemeralization", the transformation of industrial value into ever more concentrated,...

The consequences from 3 generations of Chinese single children brought up under the "second place is as bad as last" principle: Didi...

There's much to learn amidst America and China's post-tech breakup, chiefly the limits to the CCP's power over China's markets. The...

Some know that in 1793 the Qianlong Emperor snubbed Earl McCartney, who had just shown the Son of Heaven clocks, telescopes, and guns....