- The world's biggest trade deal is signed by America's allies together with China but the U.S. is excluded. More regional free trade deals are expected, boding well for related companies.
- The performance of the various Chinese ETFs can differ widely from week to week. Investors need to be aware of the portfolio component weightage and discern the pros and cons.
- I perform a quick digest of the slew of earnings releases by the plethora of Chinese internet companies.
- The accusations by Muddy Waters on JOYY might be build on malice, a genuine lack of understanding of the industry, or plain denial due to sunk cost.
- I discuss further on some points raised in the short-seller report.
For further details see:
Baidu Is Not GM, JOYY Is Not Nikola