Understanding China
US data improves; Canada eyes extra tax on bank profits; inflation high in the EU; container freight costs rise further; food prices rise; UST 10yr 1.30%, oil firm and gold soft; NZ$1 = 71.1 USc; TWI-5 = 74
3rd Sep 21, 7:19am
US data improves; Canada eyes extra tax on bank profits; inflation high in the EU; container freight costs rise further; food prices rise; UST 10yr 1.30%, oil firm and gold soft; NZ$1 = 71.1 USc; TWI-5 = 74
US jobs data soft, but Amazon hiring fast; global PMIs expanding, but not in EMs; Aussie grows faster than expected; UST 10yr 1.31%, oil and gold soft; NZ$1 = 70.7 USc; TWI-5 = 73.7
2nd Sep 21, 7:19am
US jobs data soft, but Amazon hiring fast; global PMIs expanding, but not in EMs; Aussie grows faster than expected; UST 10yr 1.31%, oil and gold soft; NZ$1 = 70.7 USc; TWI-5 = 73.7
US data mixed; Canada contracts; China PMIs weak, especially services; EU inflation hits 3%; record Aussie C/A surplus; UST 10yr 1.31%, oil softer and gold firmer; NZ$1 = 70.5 USc; TWI-5 = 73.7
1st Sep 21, 7:20am
US data mixed; Canada contracts; China PMIs weak, especially services; EU inflation hits 3%; record Aussie C/A surplus; UST 10yr 1.31%, oil softer and gold firmer; NZ$1 = 70.5 USc; TWI-5 = 73.7
Eric Schmidt explains why the world's democracies must come together to maintain leadership in the critical AI domain
31st Aug 21, 10:46am
Eric Schmidt explains why the world's democracies must come together to maintain leadership in the critical AI domain
US data softens; but US recovery best of OECD majors; China tightens grips; Japan and EU improve; aluminium prices higher; UST 10yr 1.29%, oil firms and gold softens; NZ$1 = 70 USc; TWI-5 = 73.2
31st Aug 21, 7:19am
US data softens; but US recovery best of OECD majors; China tightens grips; Japan and EU improve; aluminium prices higher; UST 10yr 1.29%, oil firms and gold softens; NZ$1 = 70 USc; TWI-5 = 73.2
China's slowdown beds in; China acknowledges land use problems; Powell holds his course; Australia slips into recession again; UST 10yr 1.31%, oil softens and gold firms; NZ$1 = 70.1 USc; TWI-5 = 73.2
30th Aug 21, 7:19am
China's slowdown beds in; China acknowledges land use problems; Powell holds his course; Australia slips into recession again; UST 10yr 1.31%, oil softens and gold firms; NZ$1 = 70.1 USc; TWI-5 = 73.2
Powell is dovish at Jackson Hole; China's industrial profits weaken; China sees arable land contract; Australia's economy may be shrinking again; UST 10yr 1.31%, oil and gold firms; NZ$1 = 70.1 USc; TWI-5 = 73.2
28th Aug 21, 5:59pm
Powell is dovish at Jackson Hole; China's industrial profits weaken; China sees arable land contract; Australia's economy may be shrinking again; UST 10yr 1.31%, oil and gold firms; NZ$1 = 70.1 USc; TWI-5 = 73.2
Yu Yongding predicts that, even with looser fiscal and monetary policy, China's economic performance will disappoint
26th Aug 21, 11:27am
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Yu Yongding predicts that, even with looser fiscal and monetary policy, China's economic performance will disappoint
Mark Tanner traces Unilever's clever marketing of its Magnum icecream product in China, and how it was undone by a product that delivered different ingredients to what savvy consumers expected
25th Aug 21, 5:02pm
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Mark Tanner traces Unilever's clever marketing of its Magnum icecream product in China, and how it was undone by a product that delivered different ingredients to what savvy consumers expected
David Mahon explains what is really going on in China as they rein in their tech industry, and try to reform their education sector. It's a story of adaption and missteps, with Beijing trying to keep companies within the state's social controls
20th Aug 21, 7:56am
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David Mahon explains what is really going on in China as they rein in their tech industry, and try to reform their education sector. It's a story of adaption and missteps, with Beijing trying to keep companies within the state's social controls
Yi Fuxian argues that, by inflating its population figures, China is doing itself a serious disservice
7th Aug 21, 11:12am
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Yi Fuxian argues that, by inflating its population figures, China is doing itself a serious disservice
Guy Trafford notes that China's 'dual circulation' policy development may crimp their dairy imports as they push a Five Year Plan goal of more local supply. Rising Chinese production may already be suppressing GDT results
6th Aug 21, 9:27am
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Guy Trafford notes that China's 'dual circulation' policy development may crimp their dairy imports as they push a Five Year Plan goal of more local supply. Rising Chinese production may already be suppressing GDT results
Zhang Jun paints a picture of China's rapidly expanding role in global capital markets
3rd Aug 21, 10:47am
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Zhang Jun paints a picture of China's rapidly expanding role in global capital markets
Lee Jong-Wha assesses the challenges China will have to overcome if it is to become a truly global power
31st Jul 21, 9:53am
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Lee Jong-Wha assesses the challenges China will have to overcome if it is to become a truly global power
Ross Stitt points out that New Zealand can look to Australia to see what happens to a country's trade when politicians criticise China for behaviours they think need calling out. It can be devastating for some exporters
30th Jul 21, 6:00am
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Ross Stitt points out that New Zealand can look to Australia to see what happens to a country's trade when politicians criticise China for behaviours they think need calling out. It can be devastating for some exporters
ANZ's Richard Yetsenga says that China appears to move into a slower lane after making a dramatic change of tack in their technology sector to prevent their tech giants amassing too much power
29th Jul 21, 6:00am
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ANZ's Richard Yetsenga says that China appears to move into a slower lane after making a dramatic change of tack in their technology sector to prevent their tech giants amassing too much power
Mark Tanner reviews the impact of China’s new birth rate-boosting regulations on foreign brands
29th Jul 21, 5:00am
Mark Tanner reviews the impact of China’s new birth rate-boosting regulations on foreign brands
Stephen Roach worries that the recent official crackdown on tech companies will strangle the Chinese economiy's most dynamic sector
28th Jul 21, 10:09am
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Stephen Roach worries that the recent official crackdown on tech companies will strangle the Chinese economiy's most dynamic sector
Hoe Ee Khor and Suan Yong Foo explain why current US-China tensions are unlikely to prove fatal for international technological cooperation
21st Jul 21, 9:45am
Hoe Ee Khor and Suan Yong Foo explain why current US-China tensions are unlikely to prove fatal for international technological cooperation
Guy Trafford sizes up the trade exposures to China by the Five Eyes partners with an eye to how New Zealand tip-toes through these rising pressure minefields
9th Jul 21, 12:10pm
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Guy Trafford sizes up the trade exposures to China by the Five Eyes partners with an eye to how New Zealand tip-toes through these rising pressure minefields
Nancy Qian says China's ruling party must absorb a crucial lesson as it enters its second century
8th Jul 21, 12:00pm
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Nancy Qian says China's ruling party must absorb a crucial lesson as it enters its second century
Farm input cost pressure largely depends on fertilser, and that in tern depends on the crude oil price. Meanwhile the China-Australia political standoff distorts other trading patterns that affect us
3rd Jul 21, 10:36am
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Farm input cost pressure largely depends on fertilser, and that in tern depends on the crude oil price. Meanwhile the China-Australia political standoff distorts other trading patterns that affect us
Mark Tanner reports on how tough it can be to be a student in China as many parents strive for increasingly higher definitions of success and achievements in the competitive world of 1.4 billion people
2nd Jul 21, 10:53am
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Mark Tanner reports on how tough it can be to be a student in China as many parents strive for increasingly higher definitions of success and achievements in the competitive world of 1.4 billion people
Magic Memories’ John Wikstrom and Jason Todd on entering the China market in 2021, how Chinese consumers use technology differently, and where future opportunities lie for the ‘industry of fun’
30th Jun 21, 5:00am
Magic Memories’ John Wikstrom and Jason Todd on entering the China market in 2021, how Chinese consumers use technology differently, and where future opportunities lie for the ‘industry of fun’
David Mahon sees China and its rivals both lacking coherent foreign relations strategies and leading to policy mistakes on both sides. When they are bound economically while becoming polarised politically, the risks are high
29th Jun 21, 9:52am
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David Mahon sees China and its rivals both lacking coherent foreign relations strategies and leading to policy mistakes on both sides. When they are bound economically while becoming polarised politically, the risks are high