US-China Rivalry: No Truce, Expect Escalation
Those who saw the G20 meeting as a climb down from the US-China geo-economic confrontation now have egg on their faces. It should now be crystal...
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Huawei: China – US Post Industrial Warfare Collateral Damage Overflows to Canada
The Huawei Technology (40978Z CH) Canada arrest story has lit up the discussion boards, with healthy debates on both sides. There is a case for why...
947 Views
AsiaInfo IPO Valuation: Not Enough of a Discount
Asiainfo Technologies (1119892D CH) is a leading Chinese telecom software and services provider with a 25% market share as measured by revenue in...
604 Views
AsiaInfo Tech IPO Preview: Crossed Wires
Asiainfo Technologies (1119892D CH) is a leading Chinese telecom software and services provider with a 25% market share as measured by revenue in...
601 Views
China Trip Notes - Education Spend On Korean Path…
I began my recent Asia trip speaking at an investor conference in Vietnam, where I focused on the shift in the EM development model toward value...
303 Views