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Here’s Why the Simple Explanation for the Chip Selloff Makes No Sense

Avatar photo Alex Frew McMillan on October 13, 2026

CXMT

Chip stocks have sold down hard in the last couple of days. While Chinese competition is often cited as the motive, that’s a simplification that doesn’t add up.

Following Tariff Truce Update, Investors Can Expect More From Trump-Xi Summit

Avatar photo Alex Frew McMillan on September 24, 2026

U.S.-China Summit

We’ve already got a market-relevant impact on tariffs, but what are the other main points of contention as the “G2” gather?

I Bought Shares in Shein’s IPO So You Don’t Have To

Avatar photo Alex Frew McMillan on September 1, 2026

Shein

The Hong Kong market debut of Shein has got plenty of bad press. Here’s why the first-day move isn’t as bad as it looks.

Alibaba Pushes Back on U.S. Punishment as Stock Dips

Avatar photo Alex Frew McMillan on June 9, 2026

China’s tech industry got a domestic AI boost despite fresh allegations of ties to China’s military for Alibaba, Baidu and BYD.

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