Ernie DiazFeb 24, 20211 minLithium, Yours and MinesForex traders short the Chilean peso will be pleased to hear that tech giants are pushing lithium prices sky high. Tesla and Apple’s...
Ernie DiazFeb 23, 20211 minJDL – Jindong Defense LeagueChinese tech pre-IPOs are blazing hot lately, the Kuaishou pop only serving to fuel the frenzy. So little wonder that Jindong Logistics...
Ernie DiazFeb 22, 20211 minXiaomi TooChina's emerging EV industry is abuzz with rumors Xiaomi will be offering a smart car in the not-too-distant future. We're currently...
Ernie DiazFeb 20, 20211 minSAFE Tease FirstThe State Administration of Foreign Exchange is doing a "feasibility study" on whether to allow citizens to use their foreign exchange...
Ernie DiazFeb 19, 20211 minLittle Chips On Their ShouldersSometimes there's an upside to politicians not keeping their word. Biden's $2000 check promise? Debatable. But now his election run...
Ernie DiazFeb 18, 20211 minCan't We All Just Get Along Term Profit?Had Trump delved into the Art of War as much as he did the Art of the Deal...he probably still would have fumbled his China trade policy...
Ernie DiazFeb 10, 20211 minHey Joe, Call MeHuawei founder Ren Zhengfei is hoping for a call from Joe Biden. While Vegas adds that call to the line on $15 minimum wages & $2000...
Ernie DiazFeb 9, 20211 minQuick, DuckIf you walk like a duck, and quack like a duck, it’s tough to cry fowl when you’re treated as such. Ant Financial provided services like...
Ernie DiazFeb 8, 20211 minGreen Energy, Green PaperIf there's a visionary investor today with his heart in the right place, it's Chamath Palihapitiya. And as we've said he's said - "The...
Ernie DiazFeb 5, 20211 minElectric AvenueLover or hate him, Elon leads the way. Tesla enjoys a reputation in the world's largest auto market that makes domestic China brands like...
Ernie DiazFeb 4, 20211 minXi Likes the WindWhile China struggles with participation issues in what could be the world’s biggest carbon trading market, another “China biggest” is...
Ernie DiazFeb 3, 20211 minA Slap On the Fast HandKuaishou (“fast hand”) was one of last month’s hottest pre-IPOs, as we can attest from the number of overseas buyer requests fielded. The...
Ernie DiazFeb 2, 20211 minXiaomi vs. So Su Mi No, we couldn't think of a beter "sue" pun...phones are off the hook with pre-IPO offers. But the timing of Xiaomi's vow to sue for being...
Ernie DiazFeb 1, 20211 minPositive EnergyIf there’s one silver lining to the cloud of political mistrust overhanging US-China tech, perhaps it’s the lack of headlines aimed at...
Ernie DiazJan 29, 20211 minCatch a Rising StarGamestop(ped). Robbin(g) Hood(s). Melvin hiding in the Citadel. Bubble sightings ever more frequent. What's an equities investor looking...
Ernie DiazJan 28, 20211 minIPO Logjam Means Secondaries Log FlumeWhile the public-facing financial news can’t stop talking about SPACs, pre-IPO secondaries have institutional gums flapping, and check...
Ernie DiazJan 28, 20211 minSPACs Come to AsiaAs long as imitation is the sincerest form of flattery, America can rest assured it has the esteem of Asia. Case in point – SPACs. The...
Ernie DiazJan 26, 20211 minChina Removes Limits for EU InvestorsYesterday we enthused about the new opportunities an FDI-hungry China has made available to EU businesses. But we saved the sweetest plum...
Edward LehmanJan 25, 20211 minChina Opportunities for EuropeTo the EU policy wonk in the street, picking sides in the US-China trade war may seem a no-brainer. After all, EU countries overall...
Edward LehmanJan 22, 20211 minOpportunityThat China gold-rush-era talking point about "crisis" and "opportunity" being the same word in Mandarin? It's a myth, an exaggeration of...