Tag: Investment
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The Big Picture: A Tale of Two Markets in 2023

The U.S. moved up, while China moved down in 2023. A rare occurrence considering their close economic ties. If you like this content, consider subscribing to my Medium, or follow my LinkedIn and Website Why it matters to you: 2023 as a year in review will be crucial for investors…
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COP28, Bit Origin and China’s Trust Industry

The year is coming to an end, and this marks the fourth month I have been writing this full-time. It hasn’t been easy of course. I don’t have many readers, but I will keep writing. Consistency is key … I guess. This week, I would like to highlight some of…
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China’s US$2.9 trillion Trust Industry is On the Chop

With the banking and property sectors in turmoil, Jason Bedford thinks the trust industry is next on the chopping block. Why should you care: Bedford correctly predicted the troubles in China’s banking sector four years ago and he is now setting his sights on the US$2.9 trillion trust industry. It…
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Bit Origin’s Astonishing Triple Rebound in Share Price?

Bit Origin is a great case study to learn more about biases and what NOT to do! Why should you care: Bit Origin’s tripling share price is a good case study to examine the impact of rampant speculation on crypto-related stocks that have plagued them since the pandemic. While it…
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On the Ground: NetApp, Fluence Energy

NetApp (Listed on Nasdaq): Pure play data storage beats Why you should care: NetApp could be poised to ride the uptrend of Artificial Intelligence capturing everyone’s interest now. It provides intelligent data infrastructure and services, and cloud data storage. If you are looking for another AI-related company, this could be…
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Big Picture: Rest of Asia Rose In Line with U.S. and Europe Markets

South Korea, Japan and Taiwan were the star performers in North Asia. India was good too with Malaysia kinda flat. Why you should care: The markets in North Asia (SK, JP and TW) are big producers of electrical & and electronics for the advanced markets in the U.S. and Europe.…
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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…
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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…


