Bo Peng

Bo Peng is a theoretical chemist by training, educated in China and the US. He had worked on credit derivatives analytics and risk management in investment banks (Lehman Brothers, Merrill Lynch, HSBC, Citi) since 1996 before starting a private hedge fund in automated trading. Among other things, he enjoys studying world history and cultures, following current political and economic affairs, and publishing commentary in various English and Chinese media. His writing is not directly related to his work at or the activities of the fund.

Recent Articles By The Author

3D Printing Must Create Its Next Big Wave

3D Printing Must Create Its Next Big Wave

Which industry will pick up the profits in the next 3D printing craze?

Uncertainty the New Norm

Uncertainty the New Norm

As markets digest the confusing signals from the Fed and PBOC, uncertainty reigns.

China's Unprecedented Proactive Bubble-Bursting

China's Unprecedented Proactive Bubble-Bursting

Bubble busting the Chinese financial system is very much necessary and healthy.

The Chaos in the Federal Reserve's Communication

The Chaos in the Federal Reserve's Communication

The U.S. central bank must prepare the market for some flexibility in policy and reassure the market at the same time.

Watch the Data, Buy on the Dip

Watch the Data, Buy on the Dip

The stock market reacts more to public companies' earnings outlook than any Fed 'tapering' talk. If the earnings outlook turns grim, the stock market goes down.