Eric Fong's comment on MI. All Comments
Eric Fong
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账目上是亏，但看现金流报表，外汇亏损还未真正实现的。
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cheng
its not good but MI has sufficient cash to withstand the current cash burn rate for a long time
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Eric Fong
Now currency has depreciate compare with last few months. Should have better earning for coming next quarter.
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cheng
MI seems to be putting a lot more focus in China via MiSE; continuously increasing its investment. Trump's presidency / policies seems to be aligned to proposals outlined in Project 2025; far-right ideologies. He has called for shutting down of federal's department of education and this is mentioned in Project 2025. And China is a threat in Project 2025.
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cheng
Defence, trade and technology. It's a question of how much is the impact and how soon will the impact kicks in.
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