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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China’s difficult balancing act

9 Feb 19, 9:10am

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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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What is Xi Jinping Thought?

6 Feb 19, 9:31am

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20 comments

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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Why China must save less

29 Jan 19, 4:00pm

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3 comments

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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Engineers of the soul

20 Jan 19, 6:02am

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26 comments

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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What next for global trade?

19 Jan 19, 8:54am

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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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'America must face reality on China'

19 Jan 19, 8:27am

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15 comments

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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How US monetary policy has tamed China

16 Jan 19, 8:52am

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5 comments

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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A makeover for Chinese macroeconomic policy

3 Jan 19, 9:46am

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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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China’s myth-busting miracle

28 Dec 18, 9:37am

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21 comments

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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Learning from China

28 Dec 18, 9:16am

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6 comments

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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Could China turn inward?

27 Dec 18, 10:01am

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4 comments

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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The rise of the 'Petroyuan'

5 Dec 18, 8:32am

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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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'China deserves its economic success'

1 Dec 18, 11:01am

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18 comments

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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A very big trade under threat

12 Nov 18, 2:28pm

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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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From economic crisis to World War III

10 Nov 18, 9:58am

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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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How Trump is helping China

3 Nov 18, 10:16am

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9 comments

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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How to mobilise private capital for climate action

27 Oct 18, 11:13am

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6 comments

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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Milk, melamine and China Mengniu

22 Oct 18, 9:16am

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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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