Understanding China
China's consumer inflation hit an 18-month low and factory-gate price declines sped up in March as demand stayed persistently weak. The data shows China's post lockdown recovery is very uneven
11th Apr 23, 6:00pm
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China's consumer inflation hit an 18-month low and factory-gate price declines sped up in March as demand stayed persistently weak. The data shows China's post lockdown recovery is very uneven
Despite losing sovereignty claims in The Permanent Court of Arbitration, China presses smaller nations to stay out of the nine-dashed-line area. The latest to be warned is Malaysia
10th Apr 23, 11:17am
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Despite losing sovereignty claims in The Permanent Court of Arbitration, China presses smaller nations to stay out of the nine-dashed-line area. The latest to be warned is Malaysia
Yi Fuxian says that countering adverse demographic trends in China will require Premier Li Qiang to raise the retirement age
8th Apr 23, 9:45am
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Yi Fuxian says that countering adverse demographic trends in China will require Premier Li Qiang to raise the retirement age
Large delegations of Chinese city and business officials have made hundreds of trips to Asia and Europe since December, seeking to drum up foreign investment as local governments scramble to hit growth and employment targets
8th Apr 23, 9:22am
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Large delegations of Chinese city and business officials have made hundreds of trips to Asia and Europe since December, seeking to drum up foreign investment as local governments scramble to hit growth and employment targets
Stephen Roach thinks America's latest financial trouble will reinforce China's narrative of terminal national decline
25th Mar 23, 9:21am
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Stephen Roach thinks America's latest financial trouble will reinforce China's narrative of terminal national decline
Mark Tanner notes that even though China's food safety standards have improved markedly and consumers are responding, many foreign brands who have strong points of difference are missing opportunities
22nd Mar 23, 4:59pm
Mark Tanner notes that even though China's food safety standards have improved markedly and consumers are responding, many foreign brands who have strong points of difference are missing opportunities
David Skilling is watching how central banks deal with the banking pressures, Chinese decoupling, Brexit's unexpected twists, global supply chain healing, and Israel's wobbles
20th Mar 23, 11:07am
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David Skilling is watching how central banks deal with the banking pressures, Chinese decoupling, Brexit's unexpected twists, global supply chain healing, and Israel's wobbles
Yoon Young-Kwan says the the Philippines is only the latest country to seek stronger security ties with the US after China's bullying of its neighbours
18th Mar 23, 10:05am
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Yoon Young-Kwan says the the Philippines is only the latest country to seek stronger security ties with the US after China's bullying of its neighbours
David Mahon says China must maintain strong domestic consumption and investment if it is to weather the exterior pressures of global inflation and US attempts to sever economic ties and contain it
14th Mar 23, 10:51am
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David Mahon says China must maintain strong domestic consumption and investment if it is to weather the exterior pressures of global inflation and US attempts to sever economic ties and contain it
Damon Paling takes stock of our export trade with China and looks at the prospects in all the key sectors
11th Mar 23, 9:19am
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Damon Paling takes stock of our export trade with China and looks at the prospects in all the key sectors
David Skilling is watching Russia’s new economic friends / China’s economic statecraft / Adults back in the room / Sabotage in the North Sea? / and Hong Kong
4th Mar 23, 10:07am
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David Skilling is watching Russia’s new economic friends / China’s economic statecraft / Adults back in the room / Sabotage in the North Sea? / and Hong Kong
Stephen Roach compares current geopolitical conditions in Europe and Asia to the run-up to World War I
2nd Mar 23, 11:24am
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Stephen Roach compares current geopolitical conditions in Europe and Asia to the run-up to World War I
Guy Trafford explores what might happen now with the damaged forestry land, consequences for its owners, and asks why the existing rules and penalties seemed to be ignored by regulators
1st Mar 23, 9:49am
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Guy Trafford explores what might happen now with the damaged forestry land, consequences for its owners, and asks why the existing rules and penalties seemed to be ignored by regulators
The outlook has brightened, but important longer-term challenges remain, including for China’s economy, the region's largest, says the IMF
24th Feb 23, 1:29pm
The outlook has brightened, but important longer-term challenges remain, including for China’s economy, the region's largest, says the IMF
Guy Trafford wraps up the key changes affecting the New Zealand dairy industry, including prices, payouts, marketing strategies, and China's pivot to GM animal feed
24th Feb 23, 11:16am
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Guy Trafford wraps up the key changes affecting the New Zealand dairy industry, including prices, payouts, marketing strategies, and China's pivot to GM animal feed
Yu Yongding envisions a strong growth rebound in China in 2023, fueled by optimal fiscal and monetary expansion
18th Feb 23, 9:15am
Yu Yongding envisions a strong growth rebound in China in 2023, fueled by optimal fiscal and monetary expansion
Yi Fuxian foresees a humanitarian crisis in China by mid-century, owing to low fertility and rapid population ageing
17th Feb 23, 10:18am
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Yi Fuxian foresees a humanitarian crisis in China by mid-century, owing to low fertility and rapid population ageing
David Mahon on the dramatic end to China's Covid-zero policy and how this is playing out across a country, and in an economy, of 1.4 billion people
11th Feb 23, 7:31am
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David Mahon on the dramatic end to China's Covid-zero policy and how this is playing out across a country, and in an economy, of 1.4 billion people
Zhang Jun explains why - and how - China must stimulate household consumption to achieve a robust recovery
5th Feb 23, 8:20am
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Zhang Jun explains why - and how - China must stimulate household consumption to achieve a robust recovery
New Zealand will need to get out of the blocks fast in its relationship with China in the Year of the Rabbit, says Alistair Crozier
23rd Jan 23, 10:19am
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New Zealand will need to get out of the blocks fast in its relationship with China in the Year of the Rabbit, says Alistair Crozier
Mark Tanner underlines how savvy marketing playing close attention to local consumer tastes can unlock a share of the extra consumer savings built up over the Chinese lockdown period, that are sure to be spent as restrictions ease
18th Jan 23, 3:55pm
Mark Tanner underlines how savvy marketing playing close attention to local consumer tastes can unlock a share of the extra consumer savings built up over the Chinese lockdown period, that are sure to be spent as restrictions ease
Yuen Yuen Ang thinks the success of post-COVID economic reopening will prove short-lived in China unless there are political reforms
18th Jan 23, 10:38am
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Yuen Yuen Ang thinks the success of post-COVID economic reopening will prove short-lived in China unless there are political reforms
Eric Schmidt identifies the main lessons for the world's democracies after a year of geopolitical turmoil
12th Jan 23, 11:48am
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Eric Schmidt identifies the main lessons for the world's democracies after a year of geopolitical turmoil
Now that China is re-opening despite Covid, Mark Tanner assesses what that will mean for tourism by Chinese consumers, and how their travelling preferences have changed
12th Jan 23, 9:00am
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Now that China is re-opening despite Covid, Mark Tanner assesses what that will mean for tourism by Chinese consumers, and how their travelling preferences have changed
Nancy Qian indentifies the social and economic factors that are hampering basic infection-control efforts in China
6th Jan 23, 10:00am
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Nancy Qian indentifies the social and economic factors that are hampering basic infection-control efforts in China