Understanding China

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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28 Aug 18, 9:57am
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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13 Aug 18, 9:07am
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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11 Aug 18, 9:34am
James McCormack thinks the US dispute with China will have to get worse before it can get any better
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3 Aug 18, 8:36am
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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2 Aug 18, 11:38am
Asad Jamal presents an alternative history that captures the long-term effects of American mercantilism
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31 Jul 18, 11:07am
Zhang Jun argues that, contrary to popular belief in the West, China remains a very long way from tech predominance
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31 Jul 18, 10:42am
Chinese consumers continue to spend and foreign brands are enjoying their share, Siah Hwee Ang says
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22 Jul 18, 9:02am
Paola Subacchi thinks China has no good options if it tries to use a strategic currency devaluation in its fight against the Trump tariffs
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14 Jul 18, 10:02am
Michael Pettis explains how tariffs work and their impacts. He shows what matters are the conditions under which such policies are made. The US cannot engage in beggar-thy-neighbour policies because it cannot run a trade surplus
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5 Jul 18, 10:32am
Paul Buchanan points out New Zealand is facing a very tough choice between our security interests and our economic interests, and that choice may have to be made very soon
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27 Jun 18, 9:38am
Columbia University's Shang-Jin Wei argues that US criticism of Chinese industrial policy is hypocritical and unfounded
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27 Jun 18, 2:00am
Stephen Roach thinks current US trade, tax and spending policies constitute a classic case of imperial overreach
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14 Jun 18, 9:56am
Peter Zámborský looks at the opportunities for foreign businesses presented by partnering in joint ventures in China's less developed provinces
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7 Jun 18, 4:59pm
The current trade spat is about more than economics. Minxin Pei says while China might avoid a trade war in the short term, the longer term will bring escalating tension, possibly even a full-blown cold war
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4 Jun 18, 1:14pm
Stephen Roach explains the political appeal of the Trump Administration's nonsensical approach to trade with China
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