Understanding China

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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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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