Last Tuesday, Dan David, CIO of FG Alpha Management and Co-Founder of GeoInvesting, spoke with Bernie Lo and Oriel Morrison on CNBC about China currency manipulation, short selling and Hong Kong regulation. He also discusses why he thinks it is a […]
Today (early this morning in Hong Kong), I presented a thesis at the Sohn Conference Hong Kong on why shares of Tech Pro Technology (03823.HK) appear grossly overvalued when compared to its peers. Here is a summary and presentation of […]
What Happens to Democratically Elected Officials Versus Dictators and Despots? Party lines coming out of both Russia and China claim that the Panama Papers leak is the work of Western Governments trying to undermine their respective leadership. China’s mainstream media […]
Americans should be proud of the performance of the U.S. Securities and Exchange Commission (SEC) in stopping fraudulent immigration investment schemes targeting foreign investors. Chinese investors, in particular, have been targeted by fraudsters offering fake investments touted as a pathway […]
Digital marketing and online advertising company Criteo (CRTO) has been a tough stock to figure out during this volatile market. Over the last couple of weeks, the market has swatted the company off of its highs near $55 for a […]
It’s tough to sit idly by and watch our government “miss the boat” on China’s yuan devaluation and its effect not only on exports, but on the currency markets and other countries’ economies. China’s devaluation of its currency has been […]
Over the last month or so, many media outlets and fund managers have sought out my take on the China A share market crash, and what it could mean for the Chinese market in the coming 6 to 12 month […]