China’s Lehman Brother’s Moment is Evergrande Defaulting
The real-estate industry in China represents anywhere from 15-30% of China’s GDP. Evergrande owes around $300 Billion dollars China’s property bubble bursting will…
Top Chinese Real-Estate Stocks on Sale
With the drama unfolding in China and with Evergrande likely near defaulting, China’s real estate stocks in the West are also plummeting. The…
Evergrande Crisis Displays China’s Real Estate Woes
While Evergrande is getting most of the press, dozens likely hundreds of Real-estate related firms will default especially in 2022. A crisis in…
Evergrande Is Near Systemic Collapse in China’s House Bubble Burst of 2022
China’s debt crisis is most likely to begin if and when Evergrande defaults and collapses, which has historically been less likely to occur…
Why ByteDance will Acquire Bilibili in 2022 and IPO
ByteDance must acquire Bilibili because their synergies are too great. Think about it, Bilibili is getting into gaming increasing getting into the TapTap…
Is Gaming the Spiritual Opium of the Metaverse?
As early as 2021 China is even regulating the future of gaming with sophisticated facial recognition locks on access by age and how…
China’s Tech Crackdown is Actually Genius, Here’s Why
China’s crack down on exorbitant online tutoring, the poor treatment of workers and regulating its BigTech against wealth inequality and anticompetitive behavior is…
China ThinkTank Recommended Bioweapons for Potential World War 3 Conflict
China had a ThinkTank that recommended biopweaons as a primary strategy in a potential conflict with strategic rivals. The SARS coronaviruses as heralding…
Luckin Stock Is Now a Value Play
If you want a pivot to cyclicals and value to work out in China, Luckin is becoming a decent pick even without data….
How to Invest in the GenZ Mobile ‘YouTube of China’
China is the center of innovation as its consumer introduces a more competitive marketplace for digital innovation. I think Bilibili is a fair…