Recent Posts

Is China stealing our jobs?

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According to the Department of Commerce, US exports of goods and services to China supported an estimated 251,000 jobs in 2014. Apple’s chief contractor, Foxconn Technology Group, has flirted with the idea of moving jobs…

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China Mobile Investors Still In Denial

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China Mobile’s most reliable pattern is a disappointing disconnect between the fundamentals and the stock price. CHL overreacts on bad news and will likely see its gap close. The dividend is the only reliable income…

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China's top four banks slim down

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For the first time in six years, China’s four largest banks saw their collective headcount drop in 2016. Lenders also cut costs. Industrial & Commercial Bank of China Ltd, China Construction Bank Corp, Agricultural Bank…

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