Live streaming e-Commerce in China is hot.
I believe Vision Pro is well suited for live streaming 
I hope Apple move fast with live streaming and e-commerce initiative.
Why China will continue to sink.
To @manch, US has the best approach to any issues. Hmm… Singapore doesn’t share that and doing very well.
Contrary take
China is investible now because US and its lackeys have got out of China stocks. That is, no sellers left.
SG doesn’t share what? Is it not a democracy like the US? Did SG not hand out money to its citizens during the pandemic like the US did?
SG’s democracy and rule of law is much weaker than the US, but still it’s passable. That’s already days and nights compared to a lawless dictatorship like China.
Let me know when you buy tons of Chinese stocks.
The Warren Buffett-backed Tesla rival, which is also one of the world’s biggest battery makers, told the bank’s analysts that the Chinese EV industry was three to five years ahead of foreign legacy automakers in terms of technology and scale, and as much as 10 years ahead in terms of cost advantage.
Still, analysts have warned that companies exporting from China must navigate worsening geopolitical tensions and limited brand recognition as well as rising protectionism and consumer nationalism.
This tension is created by @manch’s favorite nation… this is called capitalism 
and international trade.
@manch would paint a different picture.
China has no say in its own destiny?
It takes two to tangle. Give Xi some credits. The current geopolitical situation is his own creation. Xi sets up China against not just the US and Europe, but most of its own neighbors like Japan and Korea. Even Vietnam and the Philippines are scared and joining our side.
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FIFY
Don’t know what you mean. If you keep harassing me, can I stop it? People can move, temples can’t.
Suppose you are right: China’s whole economy depends solely on the good will of the US.
Then Xi is stupid to upset the US. It should just lie low and suck up to US. Xi should have practiced what Deng taught. Deng promised to the world China will never be a trouble maker.
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FIFY
Bloomberg: Bankers’ 40% Pay Cuts Show the China Dream Fading in Its Richest Cities
The article didn’t mention it, but many people, including those working for governments, had their salaries paid out late or withheld. Local governments are under immense financial stress, and Xi just sits on his hands doing nothing.
For decades, China’s biggest cities have been home to one of the world’s greatest economic success stories: a nearly unbroken rise in living standards that lifted millions into the middle class.
That trend is now coming to a halt, creating an under-the-radar threat to President Xi Jinping’s campaign to revive growth.
Hiring salaries in Shanghai and Beijing dropped by 9% and 6% respectively in the second quarter from a year ago, Zhaopin Ltd. data compiled by Bloomberg show. It’s the biggest slump since at least 2015 and a stark contrast with government figures indicating wages rose nationwide. For many white-collar workers, the blow has been compounded by companies quietly slashing benefits including travel and meal allowances. Prestigious sectors like finance — where senior bankers report compensation cuts of as much as 40% — and technology are suffering. But even the typically stable government jobs that employ vast swathes of China’s middle class are not immune.
Wages drop = Good news for the competitiveness
Deflation is great for China.
With China in the dumps and most of the West barely growing I wonder what’s driving the price of oil higher. Is the war in Ukraine sucking up a bunch of it?
Cut production by OPEC and Russia.
There’s a long history of OPEC members cheating on cuts. And usually non-OPEC countries take advantage and increase production.
Buy BABA
Well, a billionaire follows my take while a millionaire in SF thinks I am crazy.
Did you buy any? If you don’t believe in your own analysis, how can you expect others to believe in you?