The Nationalism Factor, and a Forced Asset Sale

The huge success of "Ne Zha 2," partly due to national pride, has lit a fire under the stock of the movie's producer, Enlight Media. How important is the nationalism factor when choosing Chinese stocks? And Hong Kong's CK Hutchinson has sold its two port operations in the Panama Canal after coming under pressure from Donald Trump. Are we likely to see more such forced asset sales over national security concerns going forward?
Illustration of Ne Zha's box office

China’s Box Office Devil Ne Zha, and Burger King’s China Flip

A hit animated film about a devil child called "Ne Zha" is breathing new life into China's moribund box office. Is this the start of better days for movie theaters? And Burger King's owner buys out its China franchising partner. What's driving this move, and what does it mean for Burger King in China?
Illustration of BRICS flags

CHINA BULLETIN: Six New BRICS

In this week’s issue six new BRICS, a booming summer box office and an EV swansong. On a scale of 1 to 100, we give the week a 45 for offshore-listed China stocks.