Business Columnists

Xi Jinping has promised support for private businesses and fair treatment, but many nonetheless remain skeptical and cautious.

Beijing’s stranglehold on rare earth refining gives it geopolitical leverage.

Stocks (and gold) shot up in response to Powell’s talk, and Treasury yields declined in the wake of his comments, so let’s hope he follows through on this view.

New York City and Miami have been leading the return-to-office trend, closing their post-COVID-19 pandemic office visit gaps.

Signs of some abatement in the country’s property crisis have raised hopes that matters might soon turn around, but they are premature.

Central banks have become the dominating force in financial markets.

The drop in the amount of outward investment from China speaks in yet another way to the country’s broader economic and financial problems.

Based on hopes of the Ukraine war ending – plus other factors – the major stock indexes are up an average of 2% in 1st half of August – normally a weak month.

As tensions between Washington and Beijing escalate, foreign executives and U.S. nationals are finding themselves detained or subject to exit bans.

Beijing’s ambition to position the yuan as a powerful currency in global trade is facing renewed pressure.

While uncertainties remain the market is showing no fear of labor issues or inflation. The S&P may likely hit yet another new all-time high this week.

Behind the impressive record of rapid industrialization lies a system distorted by state subsidies, overregulation, and artificial incentives.

After years of making heavy demands on foreign investors and business interests, Beijing has awakened to its need for them and so is changing its tune.

Much of the foreign investment capital flight out of China is flowing into the United States.

Volatility is rising, but with the dip buyers emboldened, and Fed cuts on the way, it will probably take a Black Swan event to break the positive momentum.

The bottom line is that the August 1st deadline is being adhered to and providing the financial markets with more certainty.

Beijing could steal as much foreign technology and intellectual property as it can as foreign businesses flee the country.

Xi Jinping has promised support for private businesses and fair treatment, but many nonetheless remain skeptical and cautious.

Beijing’s stranglehold on rare earth refining gives it geopolitical leverage.

Stocks (and gold) shot up in response to Powell’s talk, and Treasury yields declined in the wake of his comments, so let’s hope he follows through on this view.

New York City and Miami have been leading the return-to-office trend, closing their post-COVID-19 pandemic office visit gaps.

Signs of some abatement in the country’s property crisis have raised hopes that matters might soon turn around, but they are premature.

Central banks have become the dominating force in financial markets.

The drop in the amount of outward investment from China speaks in yet another way to the country’s broader economic and financial problems.

Based on hopes of the Ukraine war ending – plus other factors – the major stock indexes are up an average of 2% in 1st half of August – normally a weak month.

As tensions between Washington and Beijing escalate, foreign executives and U.S. nationals are finding themselves detained or subject to exit bans.

Beijing’s ambition to position the yuan as a powerful currency in global trade is facing renewed pressure.

While uncertainties remain the market is showing no fear of labor issues or inflation. The S&P may likely hit yet another new all-time high this week.

Behind the impressive record of rapid industrialization lies a system distorted by state subsidies, overregulation, and artificial incentives.

After years of making heavy demands on foreign investors and business interests, Beijing has awakened to its need for them and so is changing its tune.

Much of the foreign investment capital flight out of China is flowing into the United States.

Volatility is rising, but with the dip buyers emboldened, and Fed cuts on the way, it will probably take a Black Swan event to break the positive momentum.

The bottom line is that the August 1st deadline is being adhered to and providing the financial markets with more certainty.

Beijing could steal as much foreign technology and intellectual property as it can as foreign businesses flee the country.