Understanding China

12th Nov 18, 2:28pm
by 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
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
10th Nov 18, 9:58am
by Guest
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
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
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
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
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
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
22nd 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
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
17th Oct 18, 2:48pm
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The trade wars have focused China's policy makers on fast changes in their agricultural sector to catch up on productivity and food security
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
8th Oct 18, 8:21am
Keith Woodford explains why all options for Fonterra’s China Farms are unattractive
Keith Woodford explains why all options for Fonterra’s China Farms are unattractive
8th Oct 18, 8:21am
6th Oct 18, 11:38am
by Guest
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
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
3rd Oct 18, 7:00am
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China’s governance must be modernised but loosening control over local government and the economy, and introducing greater downward accountability, is risky
China’s governance must be modernised but loosening control over local government and the economy, and introducing greater downward accountability, is risky
3rd Oct 18, 7:00am
2nd 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
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
2nd Oct 18, 9:23am
1st Oct 18, 9:31am
Keith Woodford describes how Fonterra entrapped itself into factory farming in China
Keith Woodford describes how Fonterra entrapped itself into factory farming in China
1st Oct 18, 9:31am
27th Sep 18, 12:37pm
by Guest
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
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
27th Sep 18, 12:37pm
26th Sep 18, 11:37am
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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
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
26th Sep 18, 11:37am
25th 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
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
25th Sep 18, 7:45am
17th 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
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
17th Sep 18, 9:30am
15th Sep 18, 10:00am
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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
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
15th Sep 18, 10:00am
15th Sep 18, 9:40am
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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
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
15th Sep 18, 9:40am
30th Aug 18, 9:09am
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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
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
30th Aug 18, 9:09am
28th Aug 18, 9:57am
by Guest
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
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
28th Aug 18, 9:57am
13th 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
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
13th Aug 18, 9:07am

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