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?
A Shifting IPO Tide, and China Stocks Get Cold Shoulder in Europe
Chinese companies are increasingly choosing Hong Kong over New York for their offshore listings. And some of those same companies that have listed in Europe are finding a lack of…
GM’s China Charge, and Nvidia’s Antitrust Probe
GM takes a $5 billion charge related to its struggling China business. And China probes Nvidia for antitrust behavior in a 4-year-old chip acquisition By Doug Young & Rene Vanguestaine…
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