Shuli Ren
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China's Surprise Move On Capital Gains Tax Is Genius Timing
Mainland Chinese who purchase Hong Kong-listed shares through the stock connect program are exempted from capital gains taxes, at least until 2027.
- Saturday July 26, 2025
- Author: Shuli Ren
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What Warren Buffett and Li Ka-shing Hoarding Cash Tells Us
Berkshire Hathaway Inc.'s cash pile is already the subject of rampant market speculation. It is entering 2025 with $334 billion, or a record 29% of total assets.
- Friday March 28, 2025
- Author: Shuli Ren
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A Nasdaq Meltdown, Like China’s Big Tech in 2021?
Before calling me an alarmist, hear me out.
- Tuesday March 11, 2025
- Author: Shuli Ren
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A Nasdaq Meltdown, Like China’s Big Tech in 2021?
Before calling me an alarmist, hear me out.
- Tuesday March 11, 2025
- Author: Shuli Ren
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How Big Is The Yen Carry Trade, Really?
Estimates go into trillions of dollars. Global investors have been eager and so has the Japanese government.
- Wednesday August 7, 2024
- Author: Shuli Ren
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Hedge Funds Are Playing A Dangerous Game On Japan And China
Everyone loves the Nikkei and hates the Hang Seng. Don't bet on or against this crowded trade.
- Thursday January 25, 2024
- Author: Shuli Ren
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Who Wants to Catch Jack Ma’s Falling Knife?
Imagine a tech giant wanting a strategy “reset” while its major shareholders are selling. That is Alibaba Group Holding Ltd.
- Friday November 17, 2023
- Author: Shuli Ren, Tim Culpan
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TikTok Shop Is a Real E-Commerce Threat
For a glimpse of what the social media platform is capable of, take a look at Indonesia.
- Tuesday October 3, 2023
- Author: Shuli Ren
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TikTok Shop Is a Real E-Commerce Threat
For a glimpse of what the social media platform is capable of, take a look at Indonesia.
- Tuesday October 3, 2023
- Author: Shuli Ren
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Country Garden’s Woes: The Good, The Bad And The Very Ugly
What a restructuring for the giant Chinese real estate developer would look like.
- Monday August 14, 2023
- Author: Shuli Ren
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Credit Suisse Bankers, Don’t Despair: My Lehman Experience
It might not feel like it right now, but opportunities await after the stress of a financial collapse.
- Wednesday August 9, 2023
- Author: Shuli Ren
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Credit Suisse Bankers, Don’t Despair: My Lehman Experience
It might not feel like it right now, but opportunities await after the stress of a financial collapse.
- Wednesday August 9, 2023
- Author: Shuli Ren
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Who Is Stuck With Credit Suisse’s Worthless AT1 Bonds?
Big asset managers hold some of the notes. But the owners of the bulk of the $17 billion of these highly risky instruments remain a mystery.
- Wednesday March 22, 2023
- Author: Shuli Ren
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Who Is Stuck With Credit Suisse’s Worthless AT1 Bonds?
Big asset managers hold some of the notes. But the owners of the bulk of the $17 billion of these highly risky instruments remain a mystery.
- Wednesday March 22, 2023
- Author: Shuli Ren
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Credit Suisse AT1 Bondholders Find Out Life’s Unfair
Market convention went out the window as parties raced to secure a deal for the embattled Swiss lender.
- Monday March 20, 2023
- Author: Shuli Ren