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Apple’s newest China problem

Apple’s newest China problem

If you use an Android smart phone in Beijing, you can just tap it to pay for a ride on the city’s transit system. An iPhone? Forget it. Apple’s Phone uses ApplePay. And the company doesn’t grant access to third-party apps like those from Yikatong...
Did the Trump-China trade war heat up overnight?

Did the Trump-China trade war heat up overnight?

Maybe it’s just coincidence. Random noise. Sound and fury signifying nothing. I hope so. But I fear not. Yesterday the director of Beijing’s National Development and Reform Commission’s price supervision bureau told the state-run China Daily that its...

Buy Baidu (BIDU)

Doing some catch up on this stock. I added Baidu (BIDU) to the Jubak Picks 50 long-term portfolio http://jubakpicks.com/jubak-picks-50/ on January 18, but this is the first time I’ve had an opportunity to explain why in detail or to actually add it to the portfolio....

Update Johnson Controls (JCI)

Let me use Johnson Controls (JCI), which reported quarterly earnings on January 20, as another concrete example of how to think your way through what to do about individual stocks when the U.S. market seems to be looking for a 5% pullback and overseas markets have the...

Is China's auto market about to slam on the brakes?

Looks like we’re headed to a car wreck in China—or at least something more seriouis than a fender bender. On one side, speeding toward the intersection, is soaring demand for cars in China. Total vehicle sales (autos, trucks, busses) rose by 32% in 2010 to 18.06...