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Are Stocks Cheap After COVID-19 – Part II

The answer is not that simple. But a lot of people are seeing bargains out there while many market participants are simply not able to buy. Meanwhile, valuation is less relevant versus questions about going concern in this market because great companies may never achieve price targets in a normal

Making Sense of the Coronavirus Market Landscape – Part I

So we have not posted for a while - somewhat surprising because the COVID-19 situation has everyone working from home which would mean that we have a lot of free time. We were busy with our real jobs instead of this charity/volunteering, sorry. Anyway, most market participants are shell shocked right now

Chinese Technology Stocks in the 2020s

Chinese stocks are hot. Technology stocks are hot. Chinese technology stocks are probably more hot. Large asset managers as well as retail investors in the US have jumped on the Chinese technology stock bandwagon. As per usual, Wall Street tends to simplify a phenomenon and turn it into something that is

Investment Banking Fast Casual Burger Rankings

Bill Gates and Warren Buffett are probably the most well known business titans alive. As confirmed by reddit AMAs and various other sources, they have one major common denominator. Their favorite food is the humble hamburger. Nothing represents American capitalism like a burger and fries. Elon Musk and Jeff Bezos are

China Stocks Investing: New Cold War and Bond Defaults

In this post, we continue to discuss themes to understand before investing in Chinese stocks in the 2020s. Investing Amidst the U.S. China Cold War If the current trajectory continues (steady growth at 6% per year) while the Chinese economy continues to decouple from the U.S., there may end up being positive

Investing in China – Key Things to Note

Beginning of possibly a series on getting your feet wet in Chinese investing China, despite the well documented decline in GDP growth to 6%, is still the largest contributor to global growth. After all, 6% of $15 trillion US is like growing by more than one Australia every year. A couple of

Hong Kong Protests and Investing Fallout

Happy New Year. Hong Kong as a Financial Capital Due to the disproportionate coverage of the current social disruption in Hong Kong being the tip of the iceberg for cooling U.S.-China relations, investors are curious about what this means in terms of China as an investable market. As well, our readers are

List of Chinese Investment Banks & Financial Institutions

Unfortunately Chinese investment banks do not really take cold calls. Either you have guanxi (your dad is someone important in the Han elite) or you get in through the front door with a prestigious school, excellent grades in a quantitative discipline and fluent Mandarin Chinese. Prestigious schools include Ivy League schools