Understanding China

22 Oct 18, 9:16am

Guest

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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China rediscovers food security

17 Oct 18, 2:48pm

Guest

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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Fonterra has three alternatives with its China Farms

8 Oct 18, 8:21am

Keith Woodford

33 comments

Keith Woodford explains why all options for Fonterra’s China Farms are unattractive
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Investing in the sustainability of the future

6 Oct 18, 11:38am

Guest

6 comments

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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China’s governance tightrope

3 Oct 18, 7:00am

Guest

18 comments

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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The Trump trade war recession?

2 Oct 18, 9:23am

John Mauldin

11 comments

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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Fonterra’s China Farms are a target for asset sales

1 Oct 18, 9:31am

Keith Woodford

39 comments

Keith Woodford describes how Fonterra entrapped itself into factory farming in China
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What China can gain from Trump’s trade war

27 Sep 18, 12:37pm

Guest

14 comments

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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The trade wars of codependency

26 Sep 18, 11:37am

Guest

7 comments

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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China for the trade win?

25 Sep 18, 7:45am

John Mauldin

33 comments

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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Chinese growth spurt

17 Sep 18, 9:30am

John Mauldin

13 comments

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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The secret to emerging market immunity

15 Sep 18, 10:00am

Guest

2 comments

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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It’s not what you say, it’s the way that you say it

15 Sep 18, 9:40am

Guest

4 comments

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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Why is the Chinese yuan depreciating?

30 Aug 18, 9:09am

Guest

1 comment

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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The Current Account counts

28 Aug 18, 9:57am

Guest

1 comment

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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Learning from Starbucks in China

13 Aug 18, 9:07am

Siah Hwee Ang

4 comments

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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The Trump Administration’s dead end on trade

11 Aug 18, 9:34am

Guest

9 comments

James McCormack thinks the US dispute with China will have to get worse before it can get any better
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China presents opportunity, and complexity

3 Aug 18, 8:36am

Allan Barber

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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