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...The chipmakers are also holding on to their used equipment in China over concerns that they may need them if Washington tightens export controls further, forcing them to use less sophisticated tools....
...Vanguard funds also have holdings in eight Chinese companies that are sanctioned by the US government over human rights abuses in China’s Xinjiang region, the CPA report said....
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...Traces of China’s underground chip trade can be found on such brokering sites....
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...Nomura’s list of winners from more US-China decoupling — a geopolitical outcome widely dreaded across much of the Japanese corporate sector — focuses on companies with sales skewed away from China and towards...
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...Smaller, highly leveraged peer 888 Holdings is looking at options to sell or exit its US consumer business as part of its latest turnaround strategy, which includes a slightly desperate rebrand to evoke....
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...However, the conditional approval will help hedge funds including Pentwater, Millennium and DE Shaw, which each hold stakes worth more than $350mn in VMware, according to recent disclosures made for holdings...
...The bulk of the holdings have compounded high returns to date. The lesson is that valuations matter....
...A version of this article was first published by Nikkei Asia on February 27. ©2024 Nikkei Inc. All rights reserved....
...In terms of holding government to account for scandals and failures, that matters less than you might think....
...Shein has gone from near zero to holding nearly a fifth of the global fast-fashion market, including the largest share in the US in less than four years....
...Separately, China’s Ministry of Public Security said on Friday it was launching a new crackdown into the proliferation of online rumours in China....
...Credit Suisse, Deutsche Bank, Goldman Sachs and HSBC reported losses in their China-based units in 2022....
...There are sections on Berlin, China and Cuba, as you’d expect, but also Iran, Guatemala, Angola and even the Marshall Islands....
...Liqian Ren, who manages China investments at WisdomTree Asset Management, a US-based fund, said that many China-focused investors had concentrated on macro trends in housing and consumption, and had taken...
...A version of this article was first published by Nikkei Asia on March 11. ©2024 Nikkei Inc. All rights reserved....
...That leaves China as the next big target. The potential there is massive. China’s gross savings rate as a percentage of gross domestic product is more than 46 per cent....
...Line rebuffs £3.1bn offer from Belgian insurer Ageas (FT) Daniel Křetínský drops plans to buy Atos unit (FT) Disney strikes $8.5bn deal to merge India business with Reliance Industries (FT) Sequoia China...
...The Financial Times reported this month that Chinese regulators were considering holding up the deal, which was first announced in May 2022, after Washington toughened rules to block Chinese access to high-performance...
...Chipmakers like Intel, Infineon and ASE Technology Holding are increasing their manufacturing capacity in Malaysia....
...mainland China”....
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