Understanding China

22 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
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17 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
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8 Oct 18, 8:21am
Keith Woodford explains why all options for Fonterra’s China Farms are unattractive
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6 Oct 18, 11:38am
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
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3 Oct 18, 7:00am
China’s governance must be modernised but loosening control over local government and the economy, and introducing greater downward accountability, is risky
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2 Oct 18, 9:23am
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
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1 Oct 18, 9:31am
Keith Woodford describes how Fonterra entrapped itself into factory farming in China
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27 Sep 18, 12:37pm
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
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26 Sep 18, 11:37am
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
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25 Sep 18, 7:45am
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
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17 Sep 18, 9:30am
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
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15 Sep 18, 10:00am
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
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15 Sep 18, 9:40am
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
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30 Aug 18, 9:09am
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
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28 Aug 18, 9:57am
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
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13 Aug 18, 9:07am
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
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11 Aug 18, 9:34am
James McCormack thinks the US dispute with China will have to get worse before it can get any better
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3 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
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2 Aug 18, 11:38am
Asad Jamal presents an alternative history that captures the long-term effects of American mercantilism
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31 Jul 18, 11:07am
Zhang Jun argues that, contrary to popular belief in the West, China remains a very long way from tech predominance
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