Understanding China
Miao Yanliang welcomes the Chinese central bank's more open communication and increasingly flexible exchange-rate regime
7th Mar 19, 2:12pm
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Miao Yanliang welcomes the Chinese central bank's more open communication and increasingly flexible exchange-rate regime
During China’s shift toward a market-driven economy, in its trade talks with the US it can commit not to keep the value of the renminbi artificially low, but it must reject demands to keep the exchange rate stable against the US dollar
2nd Mar 19, 10:12am
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During China’s shift toward a market-driven economy, in its trade talks with the US it can commit not to keep the value of the renminbi artificially low, but it must reject demands to keep the exchange rate stable against the US dollar
Stephen Roach points out that China and the US have economies where longer-term fundamentals compel a very different verdict on relative strength, whatever the trade talks deliver
25th Feb 19, 10:41am
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Stephen Roach points out that China and the US have economies where longer-term fundamentals compel a very different verdict on relative strength, whatever the trade talks deliver
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'
15th Feb 19, 12:44pm
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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'
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
9th Feb 19, 9:10am
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
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
6th Feb 19, 9:31am
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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
Zhang Jun notes that a new growth model for China requires higher consumption, competitive service, and huge opening up in their non-tradable sectors
29th Jan 19, 4:00pm
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Zhang Jun notes that a new growth model for China requires higher consumption, competitive service, and huge opening up in their non-tradable sectors
John Garnaut takes a deep look at what drives China and "what Australia needs to know about ideology in Xi Jinping's China"
20th Jan 19, 6:02am
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John Garnaut takes a deep look at what drives China and "what Australia needs to know about ideology in Xi Jinping's China"
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
19th Jan 19, 8:54am
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
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
19th Jan 19, 8:27am
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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
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
16th Jan 19, 8:52am
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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
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
3rd 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
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
28th Dec 18, 9:37am
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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
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
28th Dec 18, 9:16am
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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
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
27th Dec 18, 10:01am
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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
John A. Mathews and Mark Selden see in China's renminbi-denominated oil contracts the germ of a broader challenge to US dollar hegemony
5th 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
Zhang Jun explains why China will not go the way of the Soviet Union in a cold war with the United States
1st Dec 18, 11:01am
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Zhang Jun explains why China will not go the way of the Soviet Union in a cold war with the United States
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
12th 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
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
10th 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
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
3rd Nov 18, 10:16am
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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
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
27th Oct 18, 11:13am
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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
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
22nd 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
The trade wars have focused China's policy makers on fast changes in their agricultural sector to catch up on productivity and food security
17th 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
Keith Woodford explains why all options for Fonterra’s China Farms are unattractive
8th Oct 18, 8:21am
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Keith Woodford explains why all options for Fonterra’s China Farms are unattractive
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
6th Oct 18, 11:38am
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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