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Shuli Ren
Staff lower the Chinese national flag in the Central Financial District in Hong Kong in March. Hong Kong is an established trading hub for raising capital while Singapore excels in private wealth management.
COMMENTARY / World
Jun 19, 2024
Stop comparing Hong Kong to Singapore
Think of it this way: Hong Kong is where the Chinese can grow their wealth while Singapore is where they can preserve it.
China’s real estate sector has fundamentally changed in that existing home sales will become the norm, as is the case with developed countries.
COMMENTARY / World
May 19, 2024
China’s housing mess finally comes for Xi’s own
China’s real estate sector has fundamentally changed, in that existing home sales will be the norm, as is the case with developed countries.
The Hong Kong market's recent rally has been fueled by a reassessment of investment strategies, with previously favored markets such as Japan and Taiwan losing appeal. Bloomberg
COMMENTARY / World
May 7, 2024
What is behind the Hong Kong market’s fast and mysterious rally?
The reallocating of investments toward Chinese assets is likely to continue, despite the historical volatility associated with the Chinese market.
As a small open economy, Hong Kong is vulnerable to financial contagion and capital flights to and from China.
COMMENTARY / World
Jan 24, 2024
Hong Kong is facing a repeat of 1998 Asia financial crisis
As the Hang Seng Index selloff deepens, bankers and traders are preparing for the worst.
Shein, a Chinese-founded online fast fashion platform, has filed to go public in the U.S. in what could be one of the world’s biggest IPOs.
COMMENTARY / World
Dec 4, 2023
Chinese are making a killing everywhere but in China
China's companies are racing to reap the benefits of entering the U.S., while also running away from a crowded and competitive local market.
Then-Chinese Premier Li Keqiang takes the oath after he was re-elected for a second term during the sixth-plenary session of the National People's Congress in Beijing in March 2018.
COMMENTARY / World
Oct 30, 2023
Remembering Li Keqiang, who retired with a broken heart
He is best known outside of China for the Li Keqiang Index, created by The Economist to measure the nation’s economic growth.
Japan Times
COMMENTARY / World
Apr 7, 2023
No, South Korea is not ready for MSCI’s elite club
Seoul has not always been market-friendly. And it certainly has not been kind to activist hedge funds, an important channel to improve market efficiency.
Japan Times
COMMENTARY / World
Aug 22, 2022
Can Xi’s China correct course on COVID-19 — like Vietnam?
Vietnam's economy has come back to life, while the threat of persistent COVID-19 lockdowns continue to still stalk its northern neighbor.
Japan Times
COMMENTARY / World
Jan 26, 2022
How to withstand China’s property meltdown
Some of China's richest people were forced by the government to part with prized assets, and they were lucky they did.
Japan Times
COMMENTARY / World
Nov 11, 2021
China’s very distressed developers are also very clever
Developers, attuned to Beijing's fast and furious credit cycles, are once again coming up with naughty if twisty ways to borrow and survive this harsh winter.
Japan Times
COMMENTARY / World
Oct 13, 2021
When will China flinch and stop the Evergrande meltdown?
If China is at all serious about cutting down its debt, it will have to relent and do something dramatic. Maybe even bail out Evergrande.
Japan Times
COMMENTARY / World
Jul 8, 2021
China breaks the global model of venture capital investing
Now, China's crackdown on its ride-hailing giant Didi Global Inc. raises an uncomfortable question for the venture capital funds: Does their globe-trotting model work?
Japan Times
COMMENTARY / World
Apr 19, 2021
Trust me, you don’t want to be China's biggest billionaire
Conspicuous wealth attracts unwanted scrutiny. Beijing is wary of rich developers because they often load up on debt, thereby putting corporate China's financial health at risk.
Japan Times
COMMENTARY / World
Mar 17, 2021
Why the Chinese love big food even more than big tech
Every time there's a price spike in pork or vegetables or fruit or Moutai somewhere in the country, China's investors rush to buy their Big Food stocks.
Japan Times
COMMENTARY / World
Feb 8, 2021
Forget GameStop and scrutinize Chinese listed companies
The U.S. Congress has passed a bill that could ultimately lead to kicking Chinese companies off American exchanges, but it has a generous phase-in period. That may be too long.
Japan Times
COMMENTARY / World
Jan 6, 2021
Why China is sentencing a tycoon to death
At first glance, the sentence may be meant as a reminder to naughty business tycoons of Beijing's lethal legal arsenal.
Japan Times
COMMENTARY / World
Jan 6, 2021
NYSE just gave China Inc. one more reason to leave
The New York Stock Exchange said late Monday that it no longer intends to move forward with the delisting of China's three state-owned telecom operators.
Japan Times
COMMENTARY / Japan
Dec 11, 2020
When Elliott talks, Masayoshi Son and Softbank listen
Until recently, the U.S.-based hedge fund hasn't been able to scare up much success in Asia.
Japan Times
COMMENTARY / World
Dec 6, 2020
Is Wall Street ready to work on China time?
Many of the Chinese blue-chips have secondary listings in Hong Kong so stockholders should hold on to their shares because that's how they can continue to chase the China dream.
Japan Times
COMMENTARY / World
Sep 9, 2020
A bubble scarier than big tech is brewing in China
Much as Beijing has advocated investing in young hard-tech stocks, professionals are still apprehensive.

Longform

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