Follow the Money?
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...
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Ernie Diaz
- Sep 30, 2021
- 1 min
The Grande Illusion
Like Hollywood, the western press is invested in narratives and emotional manipulation. Unlike Hollywood, that press has no compunction...
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Ernie Diaz
- Sep 17, 2021
- 1 min
Bringing Their A-Game
Politics makes shortchanged bedfellows. As we've written before and will no doubt write again, the paradigm that China stocks = the VIEs...
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Ernie Diaz
- Sep 17, 2021
- 1 min
Debt Correctors
As usual when the latest Chinese financial scandal hits the press, the unsaid bears as much scrutiny as what is said. "Property bubble...
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Ernie Diaz
- Sep 3, 2021
- 1 min
Wood Have Should Have
Of all the financial gurus currently preaching risk-off China, camera-friendly Catherine Wood of Ark Investments gets the most financial...
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Ernie Diaz
- Sep 3, 2021
- 1 min
Explicit Checks
Tech, ed, and now gaming company crackdowns are grabbing all the China financial headlines. "Hurting Wall Street" is the MSM perspective;...
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Ernie Diaz
- Sep 3, 2021
- 1 min
A Bourse is a Bourse
Not that you would ever convince participants at Reddit r/China otherwise, but the thesis that regulatory crackdowns are intended to...
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Ernie Diaz
- Aug 19, 2021
- 1 min
Shell Game
Compliance often means spelling things out for the aggressively uninformed, e.g. "This coffee may be very hot," or "investing your money...
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Ernie Diaz
- Aug 17, 2021
- 1 min
Fee Circus
Bonds...plain bonds, are twice as enticing in China, where government-issued debt offers above 3% yields, compared to the U.S.' current...
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Ernie Diaz
- Aug 13, 2021
- 1 min
Loss of Facelift
Financializing its economy is a key component of China's "dual circulation" strategy. However, the playbook definitely calls for making...
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Ernie Diaz
- Aug 10, 2021
- 1 min
Broken English
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...
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Ernie Diaz
- Aug 2, 2021
- 1 min
Too Big to Bail
We'd like to bear witness against the notion that Chinese giants are simply propped up by their government when they stumble. Sure,...
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Ernie Diaz
- Jul 28, 2021
- 1 min
Schools & Regulations
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...
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Ernie Diaz
- Jul 22, 2021
- 1 min
Free Money
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...
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Ernie Diaz
- Jul 21, 2021
- 1 min
Keep On Truckin'
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...
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Ernie Diaz
- Jul 15, 2021
- 1 min
Tech a Step Back
Suspended IPOs. $800b, wiped off investors' balance sheets. Could things get any worse for those of us who want nothing more than to lock...
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Ernie Diaz
- Jul 8, 2021
- 1 min
Tech "No" for an Answer
Forgotten visionary Bucky Fuller predicted "ephemeralization", the transformation of industrial value into ever more concentrated,...
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Ernie Diaz
- Jul 1, 2021
- 1 min
Hit or Miss List?
The consequences from 3 generations of Chinese single children brought up under the "second place is as bad as last" principle: Didi...
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Ernie Diaz
- Jun 30, 2021
- 1 min
Wish N Chips
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...
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Ernie Diaz
- Jun 29, 2021
- 1 min
Blackrock Market
Some know that in 1793 the Qianlong Emperor snubbed Earl McCartney, who had just shown the Son of Heaven clocks, telescopes, and guns....
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