What happens in Shenzhen…

August 19, 2016

…could one day become Tencent.

tencent

For a full size chart, click here

The Chinese internet giant is at the cusp of becoming the country’s most valuable firm. Its mighty rise has taken its valuation to $250 billion, second only to China Mobile, and well ahead of the large state-owned banks and oil companies that have dominated China’s capital markets for the better part of the past decade. The rise of a Shenzhen-based, private company at the crossroads of internet technology, social media and gaming reflects several changes under way in China.

UK bank stress tests do not clear fog over China risk

December 22, 2015

British banks survived the Bank of England’s 2015 stress tests largely unscathed, but the assessment published earlier this month also underscored the vulnerability of the UK banking system to China.

We need to talk about Hong Kong’s property market. Again.

December 3, 2015

Fireworks with the word "Win" explode over Victoria Harbour to celebrate the Chinese Lunar New Year in Hong KongWill 2016 be the year when the seemingly bullet-proof Hong Kong real estate market finally cracks?

from Global Investing:

Home is where the heartache is…

January 17, 2012

On a recent trip home to Singapore, I was startled to learn just how much housing prices in the city-state have risen in my absence.