Tag Archives: China

‘There’s enough murk out there. I don’t need to have that lack of clarity as well. When I look at the opportunity set, is China flashing green at me? No, it’s not,’ he said [David Coombs, manager of the multi-asset … Continue reading →

The Chinese government is struggling to survive revenue shortfall when three-year-long pandemic mismanagements take a toll on its economy. There is simply no spare fund for a private company whose collapse is only a matter of time. Even if the … Continue reading →

Note: An interesting read into the psyche of China’s leadership. Among the main reasons for the collapse, according to the Chinese studies, were those associated with the weakening of the party. Namely, the pervasive corruption, the detachment of the its … Continue reading →

Mandatory retirement ages in China are among the world’s lowest, and experts say Beijing’s plans to revise the 70-year-old rules cannot come soon enough Demographic crisis is poised to result in a long-term decline in China’s rapidly ageing workforce, with … Continue reading →

Note: From December 2 The livestock losses and destruction of fresh produce come at a time when many in China are under lockdowns and bracing for food shortages and other supply disruptions. The added pressures threaten to drive up food costs which are already … Continue reading →

Chinese leadership abandoned its zero-COVID strategy practically overnight. The consequences promise to be enormous. Rural areas in particular will struggle with the suddenly spiking caseload in the country. READ MORE

NOTE: Good objective overview of recent events in China surrounding zero-COVID and associated protests. The sectors that have suffered the most from China’s zero-COVID policy are consumer related. Consumer spending has been weak, especially regarding offline retail, restaurants and so on. … Continue reading →

Bargain hunters might be tempted to look abroad and scoop up seemingly-cheap shares of private China-based businesses. The appropriate tone is concern, however, as a status-quo leader clings to power. Traders know full well that another Xi term means a … Continue reading →

Behind the bombastic rhetoric, however, there lies a truly sobering fact: new policies probably won’t be enough to arrest China’s demographic decline. Here’s why.In China, a hyper-traditional society, having a child out of wedlock is still frowned upon. Childbearing and childrearing … Continue reading →

The consensus that Beijing can achieve whatever target it sets ignores the pace of slowdown in recent years  Before the 2008 crisis, China’s debts held steady at about 150 per cent of GDP; afterwards it began pumping out credit to boost … Continue reading →

Exclusion of moderates from China’s leadership spurs record stock outflows Analysts and fund managers had expected Xi to balance his seven-man leadership team by including at least a couple of moderates. Instead, it became clear that he had taken sole … Continue reading →

Meet The 7 Men Who Will Rule China (Epoch Times / ZeroHedge) Note: I realize Epoch Times is anti-CCP but this article sticks with the facts by giving the bios of the men.

Although success has been a “mixed-bag” in some markets, Chinese companies, particularly in the tech sector, have proven successful at adapting their operations to align with the development goals of emerging economies. US and European companies have not been able … Continue reading →

The 20th party congress adopted development security, tech self-reliance and common prosperity as new overriding guidelines. Reshuffle follows Central Committee retirements, banking crises and Xi Jinping’s anti-corruption campaign but scope of changes prompts uncertainty. Vice-Premier Liu He, President Xi Jinping’s top … Continue reading →

As Nikkei reports, Shanghai party chief Li Qiang was the first member behind Xi to walk into a room packed with journalists, confirming his second-in-command rank and signaling that he will become the country’s next premier. The pair were followed by anti-corruption chief … Continue reading →

For more than a decade, Xi has exploited the idiosyncratic rules and implicit conventions within the Chinese Communist party with ruthless efficiency. The highest-level political body is the standing committee. It is currently composed of seven members, but had nine … Continue reading →

A key difference between these two examples was not geopolitics but their choice of market-entry strategy. Best Buy chose to concentrate on China’s wealthier but hotly contested urban centers. When AMD entered China in 2004, it focused on selling cheaper … Continue reading →

“This mood has shifted from China being one of the most attractive places to invest in the world and how much certainty there was perceived to be in policy, to the fact that the rivalry [with the U.S.] has introduced … Continue reading →

Myth #1: America is making China rich, and can weaken it by reducing imports, investment, and so forth. Myth #2: China depends on stolen American technology. Myth #3: China faces demographic collapse. Myth #4: China wants to take over Taiwan … Continue reading →

“There’s a saying that everything that moves out of China in containers has to come into China as raw materials,” noted Oeyvind Lindeman, chief commercial officer of Navigator Gas (NYSE: NVGS), on his company’s latest conference call. The glass-half-empty view is that pullbacks in shipping … Continue reading →

To hit the difficult-to-attain targets, ingenious bankers are lending and simultaneously allowing borrowers to deposit identical amounts with their institutions at identical interest rates. The big story is not that the Chinese economy is falling apart. It is, at least … Continue reading →

Western consumer goods companies with a significant presence in the country will feel the knock-on effects. High unemployment means lower income, which means less spending, which means higher unemployment. We will see tumbling sales for consumer staples companies like Coca-Cola, Unilever, Tingyi, and … Continue reading →

To hit the difficult-to-attain targets, ingenious bankers are lending and simultaneously allowing borrowers to deposit identical amounts with their institutions at identical interest rates. The big story is not that the Chinese economy is falling apart. It is, at least … Continue reading →