Jacky Wong
Wall Street Journal
Hong Kong
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Past articles by Jacky:
Goodbye, Volkswagen: China’s New EV Winners
The new top dogs in China’s electric vehicle market are starting to thin out the pack. Tesla is in the running, but most other foreign brands aren’t. → Read More
Hong Kong’s Crypto Hail Mary Is Risky Business
The city is jumping into the gap left by the U.S. on cryptocurrencies—despite a very different attitude in mainland China. → Read More
For Nvidia and China, an AI Battle With Washington Bodes Ill
An escalating chip war between the U.S. and China is putting chip makers in the crosshairs. → Read More
Japan Wades Into the Chip Wars
A state-backed fund’s offer for a top chip-material maker signals a more muscular industrial-policy approach for Japan—previously the world’s dominant chip maker. → Read More
The U.S. and Modi Rewire Indian Defense and Tech
Big deals signed during prime minister Modi’s visit—for jet engines and chips—show India has real momentum. → Read More
Europe—and Tiremaker Pirelli—Struggle to ‘De-risk’ From China
Even Italy, previously one of the most pro-China Western economies, is taking a more skeptical approach. But that comes with its own risks. → Read More
Is SoftBank an AI Stock Now?
There are some clear risks, as well as opportunity, for shareholders of the Japanese tech-investment company. → Read More
Wall Street’s China Dream Gets Frustrated—Again
China, long the promised land for Wall Street, is showing rather less promise than expected recently. → Read More
The Chinese Tourism Tsunami Is Late
Chinese travelers used to be the top tourism revenue source globally. Half a year after China’s reopening, most of that spending remains trapped at home. → Read More
Don’t Bet on Strong Medicine for Chinese Housing
Some additional policy support now looks likely for China’s housing market. But a lackluster recovery is still the most probable outcome. → Read More
China’s Green Revolution is Quietly Succeeding
China is within striking distance of its ambitious wind and solar power targets for 2025. That is great news for the planet, but the boom is a mixed blessing for investors. → Read More
A Foreign Capital Invasion Could Lift Japan’s Stocks
Japan’s Topix is one of the top performing markets in the world this year. But foreigners are only just starting to take note. → Read More
A Cheaper Way to Bet on AI Than Investing in Nvidia
Nvidia shares jumped after it forecast a revenue tailwind from the artificial-intelligence race, but if you don’t want to shell out for the expensive stock, there are other options. → Read More
Alibaba Shares Are a Bet on Spinoffs, Not Growth
Renewed hopes that big spinoffs will soon unlock substantial value for shareholders will probably provide a lift to the company’s stock in the near term. → Read More
Tencent Earnings Show the Company Still Has Game
After a brutal 2022, Tencent is bouncing back quickly. But it needs to keep diversifying its business to lay the foundation for long-term growth. → Read More
Asia’s World City Might Reopen to the World, Finally
Removing hotel-quarantine requirements is only the start of a long climb back for Hong Kong. → Read More
Japan Inc. Finally Shows Shareholders the Money
It’s tough times for stocks everywhere. But notoriously tight-fisted Japanese companies are starting to pay out more—some consolation in a bad market. → Read More
SoftBank’s Unicorn Herd Turns Vicious
Senior staff departures and widening signs of stress in private markets mean even more trouble ahead for one of the tech boom’s leading cheerleaders. → Read More
Samsung’s Pandemic Boom Is Over
Investors seemed to breathe a sigh of relief after the tech giant reported preliminary results, but the worst is likely still ahead, especially for its memory-chip business. → Read More
China’s Big Airbus Order Isn’t an All-Clear for Airline Stocks
The big three Chinese carriers have just placed their first significant order since the pandemic began. But all isn’t well just yet: There are still some obvious squalls brewing. → Read More