by Jacques Lemoisson | Jan 8, 2021
Since NYSE’s first delisting announcement on Jan 1, Chinese investors have been adamant buyers. Mainland holdings under Connect in China Mobile Ltd, China Telecom Corp Ltd, and China Unicom Hong Kong Ltd, have jumped 37%, 28%, and 41%, respectively. If you believe...
by Jacques Lemoisson | Jan 8, 2021
Our specificity at GATE Advisory is to link Geopolitics and investments. As mentioned in our Outlook 2021, the Global Supply Chain already imploded in 2018, due to US Tariffs, and this move was accelerated and amplified by the current pandemic. Volkswagen said last...
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
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...
