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Shuli Ren

Shuli Ren

Bloomberg

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Making Sense of China’s Magical 5.3% Growth

China’s first-quarter 5.3% growth handily beat expectations and Beijing’s own target of “around 5%.” But if you ask households, companies and...

latest 0

Bloomberg

Shuli Ren

Vanke’s Denials Say Everything About China Property

Is China Vanke Co. the last one standing as the nation’s unprecedented property downturn and developer defaults enter a third year? In a Sunday...

monday 1

Bloomberg

Shuli Ren

Spring Break Is More of a Buzz With Malatang

Powered by social media, young people in China are traveling to the far corners of the country, places that those a decade or two older had missed. ...

28.03.2024 4

Bloomberg

Shuli Ren

Hong Kong Property Tycoons Are Selling Super Call Options

Do people see residential property as a utility or an investment? Hong Kong’s property tycoons are racing to find out. Consider Uptown East in...

25.03.2024 5

Bloomberg

Shuli Ren

Private Credit’s Second Act Raises Some Eyebrows

In the last two years, private credit has blossomed, along with the Federal Reserve’s rate hikes and banks’ retreat from risky lending. But as...

20.03.2024 6

Bloomberg

Shuli Ren

Don’t Ask Cathie Wood About Nvidia, or TSMC

Cathie Wood seems to have the worst timing on artificial intelligence stocks. She offloaded Nvidia Corp.’s shares in early 2023, failing to grasp...

20.03.2024 40

Bloomberg

Shuli Ren

Private Credit Has Had Its 15 Minutes of Fame

Just as private credit is becoming an asset class of its own and private equity houses are finding a new revenue stream away from their...

13.03.2024 3

Bloomberg

Shuli Ren

Vanke, the Developer That Will Break China’s Back

A third year into a property downturn, China is still seeking market-oriented solutions. Insolvent developers must be prepared for bankruptcy, the...

12.03.2024 3

Bloomberg

Shuli Ren

An (Almost) Inverted Yield Curve Is Worrying China

A curious thing is happening in China’s 29 trillion yuan ($4 trillion) government bond market. The yield differential between 30- and 10-year bonds...

11.03.2024 50

Bloomberg

Shuli Ren

China’s New Premier Is Using Fuzzy Math

China has decided on ambitious economic targets for 2024. The big question now is how it will reach those goals. The “around 5%” growth target...

05.03.2024 30

Bloomberg

Shuli Ren

Hong Kong Manages Money Only for the Very Rich

Hong Kong is branding itself as a global wealth-management hub. The government doesn’t levy any capital gain. It’s offering generous tax breaks to...

03.03.2024 4

Bloomberg

Shuli Ren

Hong Kong Races to Find Its Property Market Bottom

As fiscal income from land sales evaporates, Hong Kong is removing all of its onerous property cooling measures that have been in place for over a...

28.02.2024 5

Bloomberg

Shuli Ren

Death of a Bond Prince Sheds Light On China’s Shadowy Financing

Yu Lei, an asset manager whose sprawling connections in China facilitated billions of dollars in bond sales and earned him a “bond prince”...

28.02.2024 4

Bloomberg

Shuli Ren

China Has a Quant Quake Because There’s No Citadel

China is tightening the grip over quantitative trading after experiencing its own version of a “quant quake,” a reference to the summer of 2007...

23.02.2024 7

Bloomberg

Shuli Ren

Messi Gets a Free Kick Out of Hong Kong, Too

How do you describe a wealthy city long overdue for a big win and some good cheer? Gullible? Argentinian soccer player Lionel Messi got a...

05.02.2024 40

Bloomberg

Shuli Ren

Bond Traders Learned a Twisted Lesson From Evergrande’s Fall

Once bitten, twice shy. You would imagine dollar bond investors have gotten wiser after China Evergrande Group’s spectacular default. By the time a...

02.02.2024 8

Bloomberg

Shuli Ren

The One Bull Market Xi Jinping Cares About

Unlike Donald Trump, who slavishly sought validation from the S&P 500, China’s President Xi Jinping seems impervious to the ups and downs of...

31.01.2024 3

Bloomberg

Shuli Ren

China’s Jobless Divas Hit the Road

China is experiencing the most stubborn economic downturn in decades. The housing sector is in its third year of a slump. The stock market is testing...

29.01.2024 5

Bloomberg

Shuli Ren

Hedge Funds Are Playing a Dangerous Game on Japan and China

A macro hedge fund’s closure has sent shockwaves across Asia’s asset-management world. Singapore-based Asia Genesis Asset Management Pte is...

25.01.2024 3

Bloomberg

Shuli Ren

Hong Kong Is Facing a Repeat of 1998 Asia Financial Crisis

A year ago, Hong Kong’s finance industry was hoping that a China reopening would unleash pent-up consumer demand and bring deals and prosperity to...

23.01.2024 7

Bloomberg

Shuli Ren

No, China’s Market Crash Has Nothing to Do With Trump

The headlines out of China’s $9 trillion stock market are chilling. In the first three weeks of January, the MSCI China Index has already lost 9.7%,...

19.01.2024 3

Bloomberg

Shuli Ren

Blackstone and BlackRock Master the Art of Moneymaking

Two major events are shaking up the asset-management world. Blackstone Inc. raised $1.3 billion for its first retail private equity fund, targeting...

17.01.2024 4

Bloomberg

Shuli Ren

Hong Kong’s Biggest Landlord Isn’t So Rich

With HK$670 billion ($86 billion) in fiscal reserves and little debt, the Hong Kong government seems to be in an enviable spot. But as land sales...

16.01.2024 6

Bloomberg

Shuli Ren

Private Credit Has Even More Reasons to Thrive in Asia

The Federal Reserve’s rapid interest-rate hikes in 2023 and tough regulations on banks have put private credit on the roadmap to becoming an asset...

09.01.2024 9

Bloomberg

Shuli Ren

Hong Kong Has a New Breed of Stressed Money Seekers

Just when people started to give up on Hong Kong’s relevance as a financial hub, a new breed of money seekers is coming to town. Local...

04.01.2024 3

Bloomberg

Shuli Ren

Even Freeing Jimmy Lai Won’t Stop Hong Kong Market’s Fall

Hong Kong is starting to come to terms with its beloved stock market’s miserable decline, and that it may not be bottoming out any time soon. An...

27.12.2023 10

Bloomberg

Shuli Ren

Ditch Emerging Markets for Magnificent Seven? Bad Idea

Even some of the emerging markets’ biggest fans are losing heart. As their dismal performance enters a second decade, and the S&P 500 reaches new...

21.12.2023 10

Bloomberg

Shuli Ren

Hong Kong Bankers’ Uneasy Dance With Property Tycoons

Hong Kong dazzles with its soaring skyscrapers and swanky shopping malls, and the city has its bankers to thank. Over the years, landlords routinely...

18.12.2023 3

Bloomberg

Shuli Ren

Chinese Are Making a Killing Everywhere But in China

Taking matters into their own hands, Chinese entrepreneurs are tapping overseas markets more than they ever did in the past. They are keen to draw in...

28.11.2023 7

Bloomberg

Shuli Ren

Shanghai Hairy Crabs Bring China’s Deflation to Hong Kong

November is the perfect season for Shanghai hairy crabs, prized for their creamy roes. Traditionally grown in freshwater in the Yangtze Delta, these...

27.11.2023 2

Bloomberg

Shuli Ren

China Housing’s 'Rotten Tails' Need a Lehman Solution

In mid-2022, angry homebuyers across China took to the streets protesting against what they called “rotten tails,” or homes that distressed...

22.11.2023 3

Bloomberg

Shuli Ren

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.

17.11.2023 20

Bloomberg

Shuli Ren

Xi the Guruji and His Baffled Devotees

China’s President Xi Jinping has tried hard explaining his governing philosophy to his comrades. His musings on everything from the economy to space...

15.11.2023 3

Bloomberg

Shuli Ren

China Should Just Accept US Exceptionalism

China can be quick to point out flaws in the US economy. In recent years, state media has enthusiastically covered racial tensions and socioeconomic...

13.11.2023 9

Bloomberg

Shuli Ren

Three Reasons Investors Fell Out of Love With China Vanke

Shenzhen-based China Vanke Co., these days the country’s largest real estate developer by sales, is prudent and well regarded. It still commands an...

02.11.2023 10

Bloomberg

Shuli Ren

China’s $7.8 Trillion Municipal Debt Crisis Began in 1994

This must be a matter of deep frustration for President Xi Jinping. In 2015, during his first term, he conducted a thorough audit and cleanup of...

01.11.2023 2

Bloomberg

Shuli Ren

RIP Li Keqiang, Who Retired With a Broken Heart

Li Keqiang, who spent a decade as China’s premier and in President Xi Jinping’s shadow, died of a heart attack in Shanghai on Friday, at the age...

27.10.2023 2

Bloomberg

Shuli Ren

In Sexless Hong Kong, $2,500 Is Just Dim Sum Money

The Hong Kong government seems to have finally realized it has a population problem, that the city simply doesn’t have enough people to justify its...

25.10.2023 4

Bloomberg

Shuli Ren

China’s Mystery 14,960 Municipal Debt Issuers

Forget real estate developers. The gray rhino of China’s economy, and perhaps the most lucrative trade of the year, is hidden municipal debt. By...

24.10.2023 2

Bloomberg

Shuli Ren

China’s ‘Sea Turtles’ Will Soon Have to Pick Sides

For decades, China’s “sea turtles” — a nickname for Chinese who returned to the motherland after years of studying and working abroad —...

17.10.2023 2

Bloomberg

Shuli Ren

Ping An Real Estate Is China Property’s New Hot Potato

China’s property sector is struggling to halt its unprecedented decline. The biggest developers have gone into default. What will happen to private...

16.10.2023 2

Bloomberg

Shuli Ren

A Hong Kong Property Billionaire With a Big Family Dilemma

Due to the technical or legal reasons, readability mode is not available for this article. Thank you for your kind understanding.

21.09.2023 2

Bloomberg

Shuli Ren

Arm’s $55 Billion IPO Smacks of Bankers’ Desperation

Due to the technical or legal reasons, readability mode is not available for this article. Thank you for your kind understanding.

11.09.2023 2

Bloomberg

Shuli Ren

Why Would Americans Want an Indonesian Golden Visa?

Due to the technical or legal reasons, readability mode is not available for this article. Thank you for your kind understanding.

07.09.2023 2

Bloomberg

Shuli Ren

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