Understanding China

5 Dec 18, 8:32am

Guest

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

Guest

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

Guest

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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18 comments

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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10 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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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

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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

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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

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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

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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

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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

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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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