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WSJ City | China sell off casts foreign institutional investors in unusual role as market bulls
- money poured in via Hong Kong - Shanghai market link as Chinese retail investors have retreated
china  economics  analysis  totwitter 
16 days ago by renaissancechambara
Peak Valley? – AVC
- Fred Wilson makes the defence case for Silicon Valley....
siliconvalley  bayarea  totwitter  analysis  economics  business 
16 days ago by renaissancechambara
China Properties Group Limited (PDF) via Google Drive
- the money quote - 10 years ago, the U.S. printed money like crazy and exported U.S. dollars all over the world. Now, the U.S. has become a global enemy, trying to bring back the exported U.S. dollars (the U.S. dollar debt of the emerging market in the first quarter was close to 3.7 trillion) and supply chains, as well as to undermine the asset markets of other countries and the global supply chain order. No wonder the U.S. has made a lot of enemies. Fortunately, Trump does not have the same wisdom as Mao Zedong in making alliance with one while fighting another. He wants to fight the world. But to defeat the U.S. hegemony is not an easy task. The history told us that those who wanted to kick out the big brother would run the risk of being wiped out. Nevertheless, Chinese are savvy and resourceful. Deng Xiaoping said, “we should grope our way across the river, going one step at a time”. Jiang Zemin said, “keep a low profile to make a big fortune”. Han Xin demonstrated his immense ability to endure humility in order to preserve his existence for future accomplishments. Such wisdoms contributed to the creation of incredible historical achievements one after the other. Today, the U.S. is pushing the trade war to the limit. Yet, it is not easy to cripple the China model, even with Trump’s wisdom. With a looming war, there are risks as well as opportunities. Therefore, the Group’s established policies will remain unchanged. While some projects are delayed pending for the government’s new plan, the Group will always ensure that Shareholders’ benefits are well taken care of.
us  economics  analysis  totwitter 
16 days ago by renaissancechambara
Forrester: ‘WPP must dissolve its agency brands’ | The Drum
- I agree that consolidation is required, but not convinced that Forrester have the blueprint
wpp  analysis  totwitter 
27 days ago by renaissancechambara
Struggling Chinese firms offloading assets means property bargains galore for foreign investors | South China Morning Post
Under Chinese law, overseas investors cannot directly buy assets in China. They either have to buy a stake in a company involved in a project, or acquire debt portfolios, mostly from one of the four main managers of distressed assets - a quick change in Chinese law could leave these investors screwed
china  economics  analysis 
27 days ago by renaissancechambara
CEO pay: How the pay-for-performance model fails — Quartz at Work
In the 1970s, shareholders took out about 50% of a company’s profits, while the rest was reinvested in the productive capacity of the firm, including R&D to employee training and rewards. Today, the shareholder gets over 90% between dividends and share buybacks. Today, a 60% or greater weight on equity or equivalents is the norm in pay packages.
business  analysis 
5 weeks ago by renaissancechambara
Samsung pledges to invest $22B in AI, 5G and other emerging technologies - SiliconANGLE
- plan to invest $22 billion in emerging fields such as artificial intelligence over the next three years.

The effort will be driven primarily by the conglomerate’s Samsung Electronics Co Ltd arm, which makes its popular mobile devices. Last quarter, the handset maker saw profits decline for the first time in nearly two years due to stagnating smartphone sales. Investing more in emerging technologies could help Samsung generate new growth on the long term
samsung  business  analysis  totwitter 
5 weeks ago by renaissancechambara
Apple Mac sales slip 13% in Q2 2018 - INSIDER
How much of this is down to the bullshit industrial design - the iPad / iPhone narrative is deceptive
totwitter  apple  analysis 
6 weeks ago by renaissancechambara
China economic analysis by Martin Wolff
- mix of riding debt, slower growth and lower than needed domestic consumption
analysis  china  totwitter  economics 
7 weeks ago by renaissancechambara
Apple Is in Danger of Abandoning Creative Pros - ExtremeTech
“You will see us do more in the pro area,” CEO Tim Cook said back in early 2017 at a shareholder meeting, in a response to a question about the Mac Pro. “The pro area is very important to us. The creative area is very important to us in particular.” I still don’t doubt the company’s commitment. But I’m certainly disturbed by its inability to execute lately.
apple  analysis  totwitter 
8 weeks ago by renaissancechambara
There is no precedent—a president sides with America’s enemies 
- interesting if optimistic take on the rise of China. I think that the west's beliefs have been shown to be malleable over the past couple of decades
china  analysis 
8 weeks ago by renaissancechambara
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