Understanding China
Nikko's Peter Monson takes a look at China's milk powder scandal through an ESG lens to see what it takes to find investment opportuniity in these types of scandals
22nd Oct 18, 9:16am
Nikko's Peter Monson takes a look at China's milk powder scandal through an ESG lens to see what it takes to find investment opportuniity in these types of scandals
The trade wars have focused China's policy makers on fast changes in their agricultural sector to catch up on productivity and food security
17th Oct 18, 2:48pm
The trade wars have focused China's policy makers on fast changes in their agricultural sector to catch up on productivity and food security
Keith Woodford explains why all options for Fonterra’s China Farms are unattractive
8th Oct 18, 8:21am
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Keith Woodford explains why all options for Fonterra’s China Farms are unattractive
An affluent Chinese middle class will demand innovation in food safety, smarter food production and distribution. Food technology provides a huge opportunity to invest and shape a sustainability farming future
6th Oct 18, 11:38am
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An affluent Chinese middle class will demand innovation in food safety, smarter food production and distribution. Food technology provides a huge opportunity to invest and shape a sustainability farming future
China’s governance must be modernised but loosening control over local government and the economy, and introducing greater downward accountability, is risky
3rd Oct 18, 7:00am
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China’s governance must be modernised but loosening control over local government and the economy, and introducing greater downward accountability, is risky
John Mauldin says the Trump tariffs could end the conditions that justified them. Something similar happened before, during the most famous trade mistake in US and global history: the 1930s Smoot-Hawley tariffs
2nd Oct 18, 9:23am
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John Mauldin says the Trump tariffs could end the conditions that justified them. Something similar happened before, during the most famous trade mistake in US and global history: the 1930s Smoot-Hawley tariffs
Keith Woodford describes how Fonterra entrapped itself into factory farming in China
1st Oct 18, 9:31am
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Keith Woodford describes how Fonterra entrapped itself into factory farming in China
An unintended outcome of the trade war is that China will reduce its reliance on trade and imported technologies and could be stronger, more resilient, and less willing to accept international rules
27th Sep 18, 12:37pm
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An unintended outcome of the trade war is that China will reduce its reliance on trade and imported technologies and could be stronger, more resilient, and less willing to accept international rules
Stephen Roach notes that while China is changing, or at least attempting to do so, America remains stuck as a deficit saver with the need to draw on global surplus saving to support economic growth
26th Sep 18, 11:37am
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Stephen Roach notes that while China is changing, or at least attempting to do so, America remains stuck as a deficit saver with the need to draw on global surplus saving to support economic growth
John Mauldin says it will take a long time to see how the US-China trade confrontation shakes out, and meantime we’ll see both sides alternately throwing and absorbing punches and the winner could even be a third party that may not exist yet
25th Sep 18, 7:45am
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John Mauldin says it will take a long time to see how the US-China trade confrontation shakes out, and meantime we’ll see both sides alternately throwing and absorbing punches and the winner could even be a third party that may not exist yet
John Mauldin relates some short stories about positive events in China, which demonstrate that China has good news, and even some fabulously great news, much of it quite compelling
17th Sep 18, 9:30am
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John Mauldin relates some short stories about positive events in China, which demonstrate that China has good news, and even some fabulously great news, much of it quite compelling
Just as a virus can hit the healthiest of people, a crisis can sweep up even a well-prepared economy. For a speedy recovery more is needed that just preventive measures, says Zhu Min
15th Sep 18, 10:00am
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Just as a virus can hit the healthiest of people, a crisis can sweep up even a well-prepared economy. For a speedy recovery more is needed that just preventive measures, says Zhu Min
Erik Britton sees the Belt and Road Initiative as a key part of China's empire building. He deconstructs the language being used, and finds the comparison with other, earlier power plays striking
15th Sep 18, 9:40am
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Erik Britton sees the Belt and Road Initiative as a key part of China's empire building. He deconstructs the language being used, and finds the comparison with other, earlier power plays striking
Yu Yongding hopes that, whatever the reason, the People's Bank of China forswears market intervention as it tried in 2016, draining US$1 tln in reserves in a failed policy action
30th Aug 18, 9:09am
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Yu Yongding hopes that, whatever the reason, the People's Bank of China forswears market intervention as it tried in 2016, draining US$1 tln in reserves in a failed policy action
Stephen Roach says as China shifts to a consumption-based economy, it will become less willing to finance American deficits. A lack of savings will expose the US painfully just as its budget deficits explode
28th Aug 18, 9:57am
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Stephen Roach says as China shifts to a consumption-based economy, it will become less willing to finance American deficits. A lack of savings will expose the US painfully just as its budget deficits explode
Siah Hwee Ang says even large multinational corporations have to be nimble when it comes to responding to trends and opportunities that see the most savvy Chinese entrepreneurs come out to play
13th Aug 18, 9:07am
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Siah Hwee Ang says even large multinational corporations have to be nimble when it comes to responding to trends and opportunities that see the most savvy Chinese entrepreneurs come out to play
James McCormack thinks the US dispute with China will have to get worse before it can get any better
11th Aug 18, 9:34am
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James McCormack thinks the US dispute with China will have to get worse before it can get any better
Red meat exporters schooled in the key factors needed to succeed in China - and not risking it all there despite the lures is also a core takeaway
3rd Aug 18, 8:36am
Red meat exporters schooled in the key factors needed to succeed in China - and not risking it all there despite the lures is also a core takeaway
Asad Jamal presents an alternative history that captures the long-term effects of American mercantilism
2nd Aug 18, 11:38am
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Asad Jamal presents an alternative history that captures the long-term effects of American mercantilism
Zhang Jun argues that, contrary to popular belief in the West, China remains a very long way from tech predominance
31st Jul 18, 11:07am
Zhang Jun argues that, contrary to popular belief in the West, China remains a very long way from tech predominance
Chinese consumers continue to spend and foreign brands are enjoying their share, Siah Hwee Ang says
31st Jul 18, 10:42am
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Chinese consumers continue to spend and foreign brands are enjoying their share, Siah Hwee Ang says
Paola Subacchi thinks China has no good options if it tries to use a strategic currency devaluation in its fight against the Trump tariffs
22nd Jul 18, 9:02am
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Paola Subacchi thinks China has no good options if it tries to use a strategic currency devaluation in its fight against the Trump tariffs
Michael Pettis explains how tariffs work and their impacts. He shows what matters are the conditions under which such policies are made. The US cannot engage in beggar-thy-neighbour policies because it cannot run a trade surplus
14th Jul 18, 10:02am
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Michael Pettis explains how tariffs work and their impacts. He shows what matters are the conditions under which such policies are made. The US cannot engage in beggar-thy-neighbour policies because it cannot run a trade surplus
Paul Buchanan points out New Zealand is facing a very tough choice between our security interests and our economic interests, and that choice may have to be made very soon
5th Jul 18, 10:32am
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Paul Buchanan points out New Zealand is facing a very tough choice between our security interests and our economic interests, and that choice may have to be made very soon
Columbia University's Shang-Jin Wei argues that US criticism of Chinese industrial policy is hypocritical and unfounded
27th Jun 18, 9:38am
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Columbia University's Shang-Jin Wei argues that US criticism of Chinese industrial policy is hypocritical and unfounded