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Shuli Ren

Shuli Ren

Bloomberg

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Four Reasons to Buy China Tech, and One Fatal Snag

Four Reasons to Buy China Tech, and One Fatal Snag
previous day 5

Bloomberg

Shuli Ren

David Tepper’s ‘Everything’ China Trade Has a New Plot

David Tepper’s ‘Everything’ China Trade Has a New Plot
12.02.2025 6

Bloomberg

Shuli Ren

Xi Has Squandered His Most Powerful Trade War Weapon

Xi Has Squandered His Most Powerful Trade War Weapon
06.02.2025 2

Bloomberg

Shuli Ren

China’s Mr. Big Won’t Cave In to Trump for Nothing

China’s Mr. Big Won’t Cave In to Trump for Nothing
04.02.2025 5

Bloomberg

Shuli Ren

US Exceptionalism Is the Only Game in Town

US Exceptionalism Is the Only Game in Town
04.02.2025 10

Bloomberg

Shuli Ren

Labubu Beats China’s Panda Diplomacy Anytime

Labubu Beats China’s Panda Diplomacy Anytime
28.01.2025 30

Bloomberg

Shuli Ren

Trump’s Billionaires Take the Great Leap Forward

27.01.2025 6

Bloomberg

Shuli Ren

I Was a Wall Street Analyst. They Are Irrelevant

A recent Bloomberg article sounded the alarm on Wall Street research jobs. At the world’s 15 biggest banks, the number of equity analysts has fallen...

24.01.2025 30

Bloomberg

Shuli Ren

This Is How to Divine China Vanke’s Future

With about $5 billion in debt coming due this year, time is running out for China Vanke Co., the country’s largest privately-held real estate...

22.01.2025 5

Bloomberg

Shuli Ren

Behind This Gold Seller’s Improbable 620% Rally

As global luxury houses struggle in China, a young jewelry retailer is making waves. Laopu Gold Co. has become a market darling and the industry’s...

17.01.2025 10

Bloomberg

Shuli Ren

I Was a Wall Street Analyst. They Are Irrelevant

A recent Bloomberg article sounded the alarm on Wall Street research jobs. At the world’s 15 biggest banks, the number of equity analysts has fallen...

14.01.2025 20

Bloomberg

Shuli Ren

Hong Kong-Dollar Peg Makes Less Sense Than Ever

Whenever the Federal Reserve turns more hawkish and the cost of dollar funding soars, debate over whether Hong Kong should change its currency’s...

11.01.2025 6

Bloomberg

Shuli Ren

Scott Bessent Can Break China’s Stubborn Central Bank, Too

Scott Bessent, the man who helped George Soros break the Bank of England in 1992, can also sow chaos at the People’s Bank of China, another...

08.01.2025 8

Bloomberg

Shuli Ren

China Vanke’s Year of Reckoning Has Finally Arrived

In China, no private enterprise is too big to fail, especially when market narratives change and a new industry dynamic takes shape. China Vanke...

07.01.2025 6

Bloomberg

Shuli Ren

Some 2025 Surprises: Hong Kong Tycoons, Luckin Coffee, Vietnam

From China’s stock rout to the unwind of the yen-funded carry trade, whose participants, according to some, “eat like a bird and poop like a cow,”...

24.12.2024 10

Bloomberg

Shuli Ren

A Better Way to Make Billions From China

China’s fast economic growth is over. The government has been talking about stimulating the economy for three months — with few actions to follow...

18.12.2024 10

Bloomberg

Shuli Ren

Trump Goes From Capricious to a China Patriot

From Trump the Capricious to Trump the Baby, the US president-elect has quite a few nicknames in China. The most interesting on social media is...

16.12.2024 4

Bloomberg

Shuli Ren

A Hong Kong Property Dynasty’s Perpetual Dilemma

With a persistent property downturn, money is tight for some of Hong Kong’s most indebted real estate developers. Bankers are nervous, while a fire...

13.12.2024 6

Bloomberg

Shuli Ren

Beware of China’s Political Grandstanding on Stimulus

China has been talking about stimulating its economy for almost three months — words that have mostly not been matched by deeds. In late September,...

10.12.2024 20

Bloomberg

Shuli Ren

South Korea’s Yoon Can Kiss His Stock Reform Goodbye

South Korean President Yoon Suk Yeol has been touting a so-called corporate value-up plan to tackle the nation’s notoriously depressed stock market...

04.12.2024 4

Bloomberg

Shuli Ren

Even BlackRock Is Fleeing Public Markets

Acquisition is in BlackRock Inc.’s genes. Over the years, it has managed to grow and stay relevant through prescient big-ticket purchases. The...

03.12.2024 8

Bloomberg

Shuli Ren

Luckin Coffee Is Just the Tip of Starbucks’ China Woes

As Starbucks Corp.’s new Chief Executive Officer Brian Niccol engineers a business turnaround, what to do with its operations in China must be on...

28.11.2024 10

Bloomberg

Shuli Ren

Is Saudi Arabia’s Opening Like China’s? Yes and No

Saudi Arabia’s unprecedented attempt to diversify from an oil economy to something more sustainable seems to be churning along nicely. The female...

26.11.2024 4

Bloomberg

Shuli Ren

Where Saudi’s MBS Beats China’s Deng Xiaoping

The world’s biggest names in finance and tech congregated in Riyadh last week for Saudi Arabia’s flagship investment conference to pitch deals,...

04.11.2024 3

Bloomberg

Shuli Ren

Xi Can't Get Stimulus Cold Feet Now — It's Too Late

China’s most powerful stock rally in a decade rose out of desperation, but can dissipate just as quickly if met with nothing but empty words. As of...

08.10.2024 1

Bloomberg

Shuli Ren

China Is Making Investor Calls So Awkward

Don’t ever underestimate China’s ability to shock and awe. Just when global asset managers had given up for good, Beijing made an abrupt turn,...

06.10.2024 2

Bloomberg

Shuli Ren

Xi Has Finally Realized What’s Ailing China

Once bitten, twice shy. The supercharged stimulus measures China’s top leaders announced in recent days has left many investors unconvinced. After...

29.09.2024 2

Bloomberg

Shuli Ren

Chinese Takeout in Saudi Arabia? You Bet

“Going out” is a major consideration among big Chinese corporations. Pressed by shrinking profit margins at home, China Inc. is keen to expand...

23.09.2024 2

Bloomberg

Shuli Ren

China’s Investment Banking Shakeout Resembles the Swiss Model

A shotgun marriage might avert an immediate catastrophe, but is not enough to bury all the conflicts. As regulators in Switzerland are finding out,...

19.09.2024 1

Bloomberg

Shuli Ren

The Fed Is Making Hong Kong’s Billionaire Landlords Anxious

Among those looking forward to the Federal Reserve’s interest rate cuts, few are as anxious as Hong Kong’s property tycoons who are now dealing...

12.09.2024 8

Bloomberg

Shuli Ren

Hong Kong's Pure Fitness Is Losing Its Swank

I am a Pure rat. For more than a decade, I’ve been an avid member at Pure Group, whose swanky gyms and yoga studios across Asia attract overworked...

27.08.2024 20

Bloomberg

Shuli Ren

Xi’s Supply-Side Panacea Has Lost Its Magic

Many are worried that China is making way more than the world needs. From electric vehicles to solar panels, plunging prices at home and abroad are...

20.08.2024 1

Bloomberg

Shuli Ren

China’s Clumsy Yield-Curve Control Can Easily Misfire

Just as Japan declares victory over using government bond yields to set monetary policy and boost economic growth, China begins its own....

14.08.2024 2

Bloomberg

Shuli Ren

Luxury Looks Like a China Carry Trade Set to Unwind

Multinationals have a puzzle that they need to tease out in China, the world’s biggest market for luxury products: What’s driving a slump in...

12.08.2024 1

Bloomberg

Shuli Ren

How Big Is the Yen Carry Trade, Really?

When two popular trades, such as buying US big tech stocks and selling the Japanese yen, are unraveling at the same time, investors naturally think...

06.08.2024 1

Bloomberg

Shuli Ren

China’s Had Enough of Its Own Toxic Price Wars

China’s Politburo, its most powerful political body, meets four times a year to discuss the country’s leading economic and social issues. In the...

05.08.2024 2

Bloomberg

Shuli Ren

Even Convertible Arbitrageurs Are Abandoning China

Global investors are gobbling up bonds that can be turned into stocks, feeling good about the prospects and return potentials of smaller companies....

31.07.2024 2

Bloomberg

Shuli Ren

JD Vance’s Hillbilly Success Makes Xi Look Bad

China’s once-in-five-years conclave, where top officials brainstorm policies to chart the country’s economic future, is an important event. Pity...

17.07.2024 1

Bloomberg

Shuli Ren