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Macro Analysis / China

Trump’s International Economic Legacy

This opinion post was originally published in Project Syndicate. Although it has always been difficult to determine the real aims of an administration beset by infighting, three key goals now stand out: reshoring of manufacturing, an overhaul of the...
Bruegel
Bruegel 29 September 2020
Strategy Note / Global

Technology stocks cheaper in Taiwan-Korea vs US or China, let alone small EM-FM

The NYSE FANG+ index is down 10% in September to date. No doubt the investment industry is littered with folk saying "I told you so"; it is just that some of them do not confess to saying these Tech stocks were too expensive in April and the rest do...
Tellimer Research Hasnain Malik
Hasnain Malik @ Tellimer Research 25 September 2020
Technology stocks cheaper in Taiwan-Korea vs US or China, let alone small EM-FM
Technology stocks cheaper in Taiwan-Korea vs US or China, let alone small EM-FM
Flash Report / Global

Why TikTok is so coveted... and the alternatives for investors

President Trump announced on Saturday that he has approved Oracle's bid for TikTok's US operation. The deal requires Beijing's approval, as as well other regulatory and shareholder clearances. ByteDance, TikTok's parent, has been valued at US$140bn b...
Tellimer Research Nirgunan Tiruchelvam
Nirgunan Tiruchelvam @ Tellimer Research 21 September 2020
Why TikTok is so coveted... and the alternatives for investors
Why TikTok is so coveted... and the alternatives for investors
Macro Analysis / China

China: Monetary policy unchanged

The Chinese central bank, the PBoC, kept the 1Y Loan Prime Rate at 3.85% and the 5Y Loan Prime Rate at 4.65%. The last time the central bank cut rates was in March. 1. 2. 3. Among the three factors, we worry more about the technology war, but the imp...
ING Think
ING Think 21 September 2020
China: Monetary policy unchanged
China: Monetary policy unchanged
Weekend Reading / Global

Trump ban won’t stop Huawei’s mobile domination: A scenario for 2025

It’s September 2025, and I’m spending my birthday on the top of Kilimanjaro. Banning Huawei from using Google services had not done as much damage as the administration had hoped, as Huawei used its scale to develop its own app store and mapping solu...
Tellimer Research Paul Domjan
Paul Domjan @ Tellimer Research 19 September 2020
Trump ban won’t stop Huawei’s mobile domination: A scenario for 2025
Trump ban won’t stop Huawei’s mobile domination: A scenario for 2025
Strategy Note / Global

EM digital payments infrastructure: Six companies spearheading the charge

We have previously highlighted the importance of payments infrastructure in accelerating e-commerce in emerging markets and the strong growth that some of these payment infrastructures companies are seeing. In 2020, the company targets solid revenue...
Tellimer Research Rahul Shah
Rahul Shah @ Tellimer Research 17 September 2020
EM digital payments infrastructure: Six companies spearheading the charge
EM digital payments infrastructure: Six companies spearheading the charge