CHINA BULLETIN: Covid Cases Plunge as Year of the Rabbit Kicks Off
In this week’s issue Covid deaths plunge, Blizzard’s “World of Warcraft” bids farewell to Chinese gamers and China Inc embarks on a Fundraising frenzy. On a scale of 1 to 10, we give the week a 6 for offshore-listed China stocks.
CHINA BULLETIN: GDP Data Magically Reappears
In this week’s issue GDP growth rebounds, but microchips and China stocks end up losers. On a scale of 1 to 10, we give the week a 2.5 for offshore-listed China stocks.
CHINA BULLETIN: Big Ado Over Little Inflation
In this week’s issue we see mixed manufacturing signals and an ominous export sign, while Xiaomi feuds with India and Google leaves China – again.
SMIC Warns of Industry Downturn as U.S. Sanctions Cloud Its Future
China’s top chipmaker’s second-quarter results matched market expectations, but it warned of a cyclical slowdown in the global semiconductor industry Key Takeaways: SMIC’s second-quarter revenue rose by 40% year-on-year and…