财新传媒
阳歌

INTERNET: Alibaba Works on China’s Railroad

阳歌 05月18日

财新传媒英文部编辑

Bottom line: Alibaba's potential new partnership with China's rail operator could become a major new business opportunity, and could see the pair sign a strategic equity tie-up within the next year.
Alibaba ties with railway operator
Up until now, I've written about China's mixed-ownership reform program mostly in the context of China Unicom (HKEx: 762; NYSE: CHU), the nation's second largest wireless carrier, which is in the final stages of drafting a plan to sell some of itself to one or more private companies as part of a strategic alliance......
阳歌
Bottom line: Sesame Credit's new tie-ups with Unicom and a shared phone company are part of a string of deals to aggressively build up its credit rating business, and could add buzz to Ant Financial's future IPO.
Sesame Credit in 2 new deals
Lest anyone think Alipay is the only asset in financial services giant Ant Financial's portfolio, the company's newer Sesame Credit unit is also hankering for headlines these days, with a couple of new deals for its service. The larger of those will see China Unicom (HKEx: 762; NYSE: CHU), the nation'......
阳歌

E-COMMERCE: Ant Trumped in US, Alibaba Reorganizes Video

阳歌 03月15日

财新传媒英文部编辑

Bottom line: Ant Financial will counter bid for MoneyGram, following a surprise rival bid for the company, while Alibaba Pictures' absorption of the former Youku Tudou looks like a logical consolidation of Alibaba's filmed entertainment assets.
Ant's MoneyGram offer attracts rival bidder
Two of Alibaba (NYSE: BABA) founder Jack Ma's biggest endeavors outside his core e-commerce business are in the headlines, led by a counter bid for a US financial services company his Ant Financial is trying to acquire. That particular deal has a US company c......
阳歌
Bottom line: A meeting between Jack Ma and Donald Trump is a major coup for Alibaba and bodes well for its US relations, while a privatization plan for its partly owned Intime Retail reflects its spottier record for strategic investments.
Jack Ma scores Donald Trump meeting
E-commerce giant Alibaba (NYSE: BABA) is wasting no time making big headlines in the New Year, starting with a major coup that has seen founder Jack Ma become the first big Chinese business leader to score a meeting with incoming US president Donald Trump. At the same time, the company is also suff......
Mark Dreyer

The Ma the merrier for Guangzhou Evergrande

Mark Dreyer 06月13日

Writing about sports and China.

Jack Ma is no idiot – he presides over a company that is set to go public at an estimated value of $152 billion dollars – but Evergrande looks to have got the better of the deal that sees Alibaba take a 50% stake in Chinese Super League club Guangzhou Evergrande for $192 million.
The talk from Evergrande chairman  Xu Jiayin about the deal being proposed over a boozy meal on Monday and then concluded in a 15-minute phone call on Wednesday makes for a good story – as does Ma saying he had no idea how much a soccer club......

精彩评论

孙越 史上有很多传奇,更有很多英雄,他们的死彰显生命的价值。

原文:对外侦察局的掏心猎手

zhangmingxiao 这个不是一起超售事件,是美联航因为内部员工需要乘坐飞机,旅客满员的情况下利用超售这个工具来达到赶下旅客的目的。

原文:美联航赶乘客下飞机 资深机长告诉你是否违规

郭杰群 在美国,地产开发商将出售资产所得在一定期限内进行类似房产的再投资可以享受一定的免税条款。这在我国当前还不具备,因此在一定程度上制约了地产商的能动性。

原文:REIT的海外发展及启示

Lypsey3543 “据个人了解,中国一线城市住宅投资收益率不会高于3,美国可以达到6。”作者这里说的应是租金收益率。首先,因(特大)人口增长加速,在新兴市场投资房产,主要看资本利得,动态租金收益要会延后实现,静态比较同期没有太大意义。其次,物业年均持有成本,纽约和中国一线城市不可比。第三,纽约和曼哈顿是两个概念。离开曼岛,租金中位数值完全是不是一个档次。而中国一线城市的租金上涨范围更大。因为仍处于成长期。总体而言,虽然在中美两国都投资的是房产,但从收益分布特征和波动率来说,完全可以看作是差别极大的两类资产。就如同高等级债券和蓝筹股票,横比收益没有意义,因为后者大幅超越。归根结底更可能是风险偏好异质性(含Demographic factors)和经济周期所处阶段决定了投资者更偏爱哪一类。

原文:2017年美国房地产市场展望——美国市场、中国视角

王争春 价格和土地供给的问题,我们慢慢谈。市场有垄断市场、寡头市场和竞争市场,定价规则自然有差异。

原文:面对房价,教科书自焚吗?经济规律笑了

叶伟强 需求、供给、货币,都是影响价格的重要因素

原文:房价之谜 | 悬而未决的崩盘隐忧(完整版)

zhangmingxiao 合理吗?

原文:房价之谜(三)| 中国房价到底“合理”吗?

北方的小狼 中国特色,都是小民倒霉!哎!

原文:广西“吃穿山甲”案的厨师:匹夫无罪,怀璧其罪

abcnews 张老师这篇写得精彩。看来经济解释值得再去看一遍。几点想问一下:一是中国现在外汇减少,所以关税啥的肯定不会轻易取消,走一带一路推出人民币是稳定币值的好方法,不过确实以什么为锚呢?二是日本经济停滞,但听说日本人其实是进入了伊甸园阶段,收入啥的可能没增加,实际感受却始终稳定。这算好路吗?

原文:从中国先拔头筹看天下大势

孙越 (强)这会说得好!特朗普跟俄国商人绝不仅仅是生意往来吧。(呵呵)

原文:特朗普的俄国情结

财新微信