Tag: China
-
China’s Hidden Secrets, Insurance, November’ 23 Newsletter
Welcome back, everyone to this week’s run-down of Slice of PIE’s content. I have been thinking a lot about China these days. It could have something to do with my previous coverage of the country in my previous job. Things aren’t particularly looking well for the country, and I have…
-
Big Picture: Western Markets Triumph, While China Remains Sluggish
Nasdaq and S&P 500 rebounded sharply, with Europe markets also following. China markets suffer. Why you should care: Global markets have been down for the past 3 months. This month’s development provides a sense of optimism in the markets where we need to determine the main driving factors. Recession concerns…
-
The Hidden Secrets Of China’s So-Called ‘Policy Supports’
“We will resolutely support the Chinese economy and markets, and do our absolute best in preventing foreign interference from influencing our local politics”, bellowed Xi Jinping. The Chinese government has been on a roll in 2023, introducing a slew of economic measures to support the Chinese economy. They include: But…
-
I Made 30% on AmBank, Evaluated an Investment Strategy for Black Friday, Earnings Watch for Stocks this Week
I Made 30% on AmBank in 2 Years – Here’s How I Did It Starting to research a company isn’t easy. Let me take you through the research process that I did to make 30% on AmBank in 2 years. Anyone can start, and anyone can do it. If you…
-
Earnings Watch (China): Baidu, Special Feature on Internet Stocks
Baidu: Big miss in earnings, but revenue is ok Why this is useful for you: Chinese internet stocks seem to be on everyone’s minds these days. The slowdown is real and it has been wreaking havoc on consumer confidence. Baidu’s status as one of the biggest internet companies tells us…
-
Earnings Watch (China): Tencent, Alibaba
Tencent: Results beat expectations Tencent’s earnings per share (EPS) beat expectations by 10.7% for 3Q 2023. Actual EPS came in at CNY4.66 compared to expectations of CNY4.21, even though revenue of CNY155 billion was a miss by 0.6%. Positively, revenue growth of 10% from a year ago was driven mainly…
-
Assessing Impact of Singles Day on China’s E-Commerce Companies
Is there a trading or investment strategy for Singles Day? Ah, Singles Day. The day when the whole of China gets online and goes on a shopping spree. First popularized by Alibaba in 2009, Singles Day has become the mainstay of China’s retail sales in the one-and-a-half decade following that.…
-
Sunwoda IPO Listing: 5 Things to Know Before Investing
This is part of the the full newsletter for Week 4 of October 2023, which you can find on LinkedIn here. Many things are still up on the air for Sunwoda, China’s sixth-largest electric vehicle battery company. It plans to list itself but not much detail has been disclosed yet.…
-
Is China Entering a Lost Decade Like Japan? The Answer is Complicated (An In-Depth Look)
China, the land of dragons,Rising above the skies,The mandate from heaven,Rests on the laps of,A young communist dynasty,But can it be reborn, a phoenix,Or head towards the ashes. The economic harbingers of doom come for China. “China is heading towards a lost decade like Japan”, “The downfall of China”, “Population…
Slice of P.I.E 