Category Archives: How We Think

CNBC Asia interview–Markets, EY, Japan, Obama at APEC

Posted on November 13, 2014 by John Rutledge

I did an interview on CNBC Asia with the Hong Kong anchors last night to discuss global markets, oil prices, and the implications of Pres. Obama’s magical mystery tour in Asia this week. (When asked what he planned to do … Continue reading →

Posted in All, Appearances, China, Government Policy, How We Think, John on TV, The World Outside of the U.S., U.S. Economy | Comments Off on CNBC Asia interview–Markets, EY, Japan, Obama at APEC

FYI: CNBC Closing Bell today on Alibaba

Posted on September 19, 2014 by John Rutledge

When you buy Alibaba shares you are making a number of bets simultaneously. Here are my thoughts on some of them. 1. You are betting on China. Jack Ma talked about growth prospects in US and Europe but this is … Continue reading →

Posted in China, Entrepreneurs, Featured, How We Think, Investing, John on TV, The World Outside of the U.S. | Comments Off on FYI: CNBC Closing Bell today on Alibaba