Search results for: “vietnam”
-
Chinese bank risk+ more things
Chinese bank risk A story caught my eye in Hong Kong’s English language establishment paper related to Chinese bank risk. Goldman Sachs issued a report on (maybe) five Chinese banks, changing their ratings to neutral and sell. Eastmoney.com is a subsidiary of government newspaper People’s Daily, came out to stoutly defend the banks against concern…
-
Apple and China + more things
Apple and China Elliott Management wrote this opinion piece on Apple and China: Apple is a Chinese company | Financial Times – interesting assessment of risk exposure with a focus on the Apple share price. The Apple and China relationship started before China joined the WTO. Taiwanese contract manufacturers had built huge industrial sites in…
-
Silicon Valley Bank + more stuff
Silicon Valley Bank (SVB) Silicon Valley Bank funded this documentary about their history from their founding in 1983 to 2003. It’s now preserved by the Computer History Museum in Mountain View – one of the towns that make up Silicon Valley. Business POP MART dominates blind box toys market with co-branding | Daxue Consulting –…
-
Expat dissatisfaction + more things
Expat dissatisfaction China reopening: companies try to lure back expat staff with bigger pay, allowances after pandemic exodus | South China Morning Post – the thing that most of these companies don’t get is that COVID was the catalyst for expat dissatisfaction to be crystallised around. In fact expat dissatisfaction runs far deeper: China Chartbook #194…
-
Cracking the RSA algorithm + more things
Cracking the RSA algorithm I guess before we go into cracking the RSA algorithm, we need to discuss what the RSA algorithm is. The RSA algorithm is the mathematical equation behinds the RSA crypto-system. The RSA in question are Ron Rivest, Adi Shamir and Leonard Adleman who publicly described back in 1977. Ron Rivest literally…
-
Uninsurable hacks + more things
Uninsurable hacks As cybercrime has become more common there has been a move towards the incidents becoming uninsurable hacks in nature. 2022 looks like a watershed moment in the move to uninsurable hacks. Lloyd’s of London defends cyber insurance exclusion for state-backed attacks | Financial Times – Lloyds of London were looking at state backed exclusions.…
-
Tectonic shift + more stuff
Tectonic shift The heat from radioactive processes within the planet’s interior causes the plates to move, sometimes toward and sometimes away from each other. This movement is called plate motion, or tectonic shift National Ocean Service of the US government’s National Oceanic and Atmospheric Administration (NOAA) Zeitenwende German Chancellor Olaf Scholz declaration of a zeitenwende…
-
State capitalism & more things
State capitalism State capitalism has been created in various forms in China since opening up. Some of the new forms have aspects that impacts the relative attractiveness of doing business in or with Chinese companies. Opening up Historically since opening up China has been a mixed market model. There were small private businesses including many…
-
AI and creativity
Why AI and creativity? This post on AI and creativity was inspired by experiments being done at work by a member of our design department. They had been using Midjourney to create images within a minute of receiving an initial set of words as creative prompts. For example we created this surreal image which fits…