by Jacques Lemoisson | Jan 5, 2021
In a previous post, I mentioned to catch the 3 Chinese telco giants on the last sales movements of yesterday. In the end, these delisting would not be a big deal due to the outstanding local market and the 5G. Now the NYSE said that is a no plan to delist the 3 giants...
by Jacques Lemoisson | Jan 3, 2021
The mistrust about vaccines is important and spreading fast. Credibility is key and this weekend was catastrophic: 1 – the U.K. proposes to mix vaccines 2 – the U.K. postpones the second shot when the vaccine was created and validated with 2 shots and 3...
by Jacques Lemoisson | Jan 3, 2021
When Ted Cruz and his little group of GOP senator fellows try to postpone the Biden election ( they should fail) and China treats the USA of retaliation after the delisting of 3 Chinese companies, Xi Jinping is massively increasing his power. The new defense law...
by Jacques Lemoisson | Jan 1, 2021
Mistrust about vaccines is spreading fast… I pointed out this issue in my outlook, as a major one. The gap of temporality between markets’ assumptions and the reality will become too wide. Slow vaccines adoption will postpone the full recovery. Nursing home...
by Jacques Lemoisson | Jan 1, 2021
ZTE was the big winner in this situation. Now, all US investors are out of these stocks (China Mobile, China Unicom, and China Telecom), with their huge dividend yield the current technical levels, and the speed of the 5G deployment in China, Local investors could...
