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Shuli Ren
Japan Times
COMMENTARY / World
Jan 26, 2022
How to withstand China’s property meltdown
Some of China's richest people were forced by the government to part with prized assets, and they were lucky they did.
Japan Times
COMMENTARY / World
Nov 11, 2021
China’s very distressed developers are also very clever
Developers, attuned to Beijing's fast and furious credit cycles, are once again coming up with naughty if twisty ways to borrow and survive this harsh winter.
Japan Times
COMMENTARY / World
Oct 13, 2021
When will China flinch and stop the Evergrande meltdown?
If China is at all serious about cutting down its debt, it will have to relent and do something dramatic. Maybe even bail out Evergrande.
Japan Times
COMMENTARY / World
Jul 8, 2021
China breaks the global model of venture capital investing
Now, China's crackdown on its ride-hailing giant Didi Global Inc. raises an uncomfortable question for the venture capital funds: Does their globe-trotting model work?
Japan Times
COMMENTARY / World
Apr 19, 2021
Trust me, you don’t want to be China's biggest billionaire
Conspicuous wealth attracts unwanted scrutiny. Beijing is wary of rich developers because they often load up on debt, thereby putting corporate China's financial health at risk.
Japan Times
COMMENTARY / World
Mar 17, 2021
Why the Chinese love big food even more than big tech
Every time there's a price spike in pork or vegetables or fruit or Moutai somewhere in the country, China's investors rush to buy their Big Food stocks.
Japan Times
COMMENTARY / World
Feb 8, 2021
Forget GameStop and scrutinize Chinese listed companies
The U.S. Congress has passed a bill that could ultimately lead to kicking Chinese companies off American exchanges, but it has a generous phase-in period. That may be too long.
Japan Times
COMMENTARY / World
Jan 6, 2021
Why China is sentencing a tycoon to death
At first glance, the sentence may be meant as a reminder to naughty business tycoons of Beijing's lethal legal arsenal.
Japan Times
COMMENTARY / World
Jan 6, 2021
NYSE just gave China Inc. one more reason to leave
The New York Stock Exchange said late Monday that it no longer intends to move forward with the delisting of China's three state-owned telecom operators.
Japan Times
COMMENTARY / Japan
Dec 11, 2020
When Elliott talks, Masayoshi Son and Softbank listen
Until recently, the U.S.-based hedge fund hasn't been able to scare up much success in Asia.
Japan Times
COMMENTARY / World
Dec 6, 2020
Is Wall Street ready to work on China time?
Many of the Chinese blue-chips have secondary listings in Hong Kong so stockholders should hold on to their shares because that's how they can continue to chase the China dream.
Japan Times
COMMENTARY / World
Sep 9, 2020
A bubble scarier than big tech is brewing in China
Much as Beijing has advocated investing in young hard-tech stocks, professionals are still apprehensive.
Japan Times
COMMENTARY / Japan
Dec 25, 2019
Masayoshi Son: Tech visionary or robber baron?
We're coming to realize that the SoftBank founder is less a business guru than a 19th-century capitalist.
Japan Times
BUSINESS / Markets
Oct 8, 2019
Cash loses cachet as 'king' trading strategy in Japan
Cash is king, unless you are in Japan. One successful trading strategy has recently lost its luster, thanks to the Bank of Japan's never-ending obsession with negative interest rates.
Japan Times
COMMENTARY / Japan
Jun 12, 2018
Japan's toothless FANG trio don't deserve a nibble
Line, Yahoo Japan and Rakuten are out of favor for a reason.

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