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Kirk West of Principal Global Investors says U.S. trade policy has managed to "shake up" discussion around commerce. » Read More
I.P. Park of LG Electronics discusses how the company's approach to research and development has changed. » Read More |
Daniel Ives of GBH Insights says Netflix's recent quarterly performance was a "speed bump" but is unlikely to put "a dent in the bull thesis." » Read More |
Stefan Auer of the University of Hong Kong says President Donald Trump seems unable to "distinguish between friend and enemy." » Read More |
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Hugh Johnson of Hugh Johnson Advisors explains why investing in Netflix is "not for the faint of heart." |
Bryan Goh of Bordier & Cie explains why "there could be positives" from the U.S.-China trade war. |
David Kuo of The Motley Fool Singapore says President Donald Trump's decision to meet with Kremlin leader Vladimir Putin following the American indictment of 12 Russian intelligence officers is "just outrageous." |
Yuval Harari of The Hebrew University of Jerusalem says populists are selling "nostalgic fantasies about the past instead of real visions for the future." |
David Roche of Independent Strategy says the export of goods from China to the U.S. is a result of global supply chain efficiency rather than Beijing's trade practices. |
Piyush Gupta of DBS Group says the "butting of heads" is likely to occur as Beijing pursues the Made in China 2025 plan. |
Nina Jankowicz of the Wilson Center Kennan Institute also explains why it is unlikely the U.S. will exit the North Atlantic Treaty Organization. |
Rob Enderle of Enderle Group says the amount being put forth by Comcast and Twenty-First Century Fox is "beyond what Sky really should be worth in an era of Amazon and Netflix." |
Doug Bandow of the Cato Institute says President Donald Trump has legitimate concerns regarding the defense expenditure of NATO countries but expresses them in an "unreasonable" manner. |
Tuck Lye Koh of Shunwei Capital explains why Xiaomi is "absolutely an internet company." |
Sean King of Park Strategies says North Korea is attempting to "divide" President Donald Trump from his own cabinet. |
Francis Lun of GEO Securities says Xiaomi's IPO "would have been a great success" if it had chosen to list in January or March this year instead. |
Song Seng Wun of CIMB Private Banking says many businessmen with ties to the previous administration in Malaysia are now "running scared and hiding." |
Jonathan Cornish of Fitch Ratings says the People's Bank of China's move to cut banks' reserve requirements was done in anticipation of a potential escalation in trade tensions. |
James A. May II of REC Silicon says the company has went through successive layoffs since being blocked out of the Chinese market in 2014 as a result of the country's trade spat with the U.S. over solar panels. |
Bridget Welsh of John Cabot University says it will likely take "multiple years" for the current Malaysian government to achieve closure on the 1MDB scandal. |
John Borghetti of Virgin Australia discusses the airline's plans to expand its coverage in the Greater China region. |
Kiyotaka Ando of Nissin Foods discusses how the company's products are remaining competitive against food delivery services. |
Jason Brady of Thornburg Investment Management says the impact of trade measures by the U.S. and China will be "real" on both economies but "fractional." |
Kitty Fok of IDC China says Xiaomi has done well in diversifying beyond its main mobile business into the smart home sector in China but there is "still a long way to go." |
Ross Gerber of Gerber Kawasaki says it's not fair to compare Tesla to other car companies as it's building the "iPhone of cars." |
Khaled Abdel Majeed of MENA Capital says the risks faced in the Middle East are mainly political in nature rather than economic. |
Andrew Jackson of SooChow CSSD Capital Markets (Asia) says the discount retailers in Japan are "probably the brightest spot" in the sector. |
Jim Lowell of Adviser Investments says the "behavioral aspect" of headlines is driving investors in the U.S. markets to make decisions based on "fear rather than fundamentals." |
Ringo Choi of EY says the second half of 2018 is expected to be "very, very busy" for Hong Kong's stock exchange. |
Douglas Feagin of Ant Financial says the company is "confident" about its ability to innovate from within and is not looking to "go around the world and try to buy technology." |
Tom Essaye of The Sevens Report says longer-term investors should "absolutely" be buying on the market dip as the fundamentals of technology companies such as Amazon, Netflix and Facebook "can't be denied." |