Understanding China

15 Feb 19, 12:44pm
We look at what we have at risk in trade and economic exposure to China as they ramp up economic and political pressure on us to join its world view on trade and 'friendly relations'
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9 Feb 19, 9:10am
How China manages its currency during its economic policy shift could have important global consequences. The risk of China crash may be low, but the risk of policy accidents is substantial
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6 Feb 19, 9:31am
Xi's goal is to shore up the authority of the party-state within his country, including by ensuring Chinese are not exposed to liberal-democratic ideas, and not to launch a new cold war with the West
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29 Jan 19, 4:00pm
Zhang Jun notes that a new growth model for China requires higher consumption, competitive service, and huge opening up in their non-tradable sectors
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20 Jan 19, 6:02am
John Garnaut takes a deep look at what drives China and "what Australia needs to know about ideology in Xi Jinping's China"
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19 Jan 19, 8:54am
In 2018 Donald Trump finally turned his protectionist words into action by imposing sweeping tariffs on imports from allies and adversaries alike. While the use of tariffs to protect domestic industry is not new, attacks on the larger trading system are
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19 Jan 19, 8:27am
A Beijing professor says a catastrophic outcome in the China-US trade relationship is unlikely, so long as the US faces facts. They must recognise that trying to contain China economically will not solve their problems at home
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16 Jan 19, 8:52am
David Lublin argues that rising interest rates are reducing China's self-confidence and constraining its global ambitions. A fragile capital account is hardly a strong foundation for aggressive Chinese foreign policy
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3 Jan 19, 9:46am
Yu Yongding argues that the Chinese government should pursue monetary and fiscal expansion to stabilise GDP growth and prevent the current slowdown from being excessively sharp
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28 Dec 18, 9:37am
China deserve praise for lifting hundreds of millions of people out of poverty. But it's experience has also dispelled three myths about the impact of economic growth, according to Éloi Laurent
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28 Dec 18, 9:16am
Erik Berglof says it makes no sense to reject the lessons of China's economic devlopment miracle even in a period of deepening political suspicion and outright hostility
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27 Dec 18, 10:01am
Despite the current trade truce, tensions between the world's two largest economies remain high. But while both countries may be tempted to turn inward, there are five reasons why they would be wise not to, says McKinsey analysts
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5 Dec 18, 8:32am
John A. Mathews and Mark Selden see in China's renminbi-denominated oil contracts the germ of a broader challenge to US dollar hegemony
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1 Dec 18, 11:01am
Zhang Jun explains why China will not go the way of the Soviet Union in a cold war with the United States
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12 Nov 18, 2:28pm
China is about to make a second attempt to control the daigou trade with new rules due in January 2019. The last attempt in 2016 caused chaos
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10 Nov 18, 9:58am
Quian Liu says the response to the 2008 economic crisis relied far too much on monetary stimulus, and far too little structural reform. The next crisis could come soon – and include large-scale military conflict
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3 Nov 18, 10:16am
Yu Yongding thinks that the trade war with the US will help the Chinese economy complete its necessary rebalancing, giving cover for Xi to make unpopular but necessary reforms
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27 Oct 18, 11:13am
Havard Halland and Justin Yifu Lin argue that multilateral finance institutions need to operate more like private investment organisations if they are to be effective in raising the long-term capital needed
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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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