Twitter
LinkedIn

Posts Tagged economics


Book Review: China Fast Forward

Bill Dodson’s China Fast Forward takes a close look at China economic and political landscape as it faces the challenges of the next decade.

Read More...

The Trouble With China’s Official Urbanization Rate

China’s urbanization rate is not nearly as high as officially claimed.

Read More...

China: Which Century Are You Building For?

@GregoryLent on Twitter just pointed me to this article, A User’s Guide to 21st Century Economics, by Umair Haque which I recommend highly. After reading this article, some questions which came to mind: Chinese companies traditionally have not been good at adding value. How well can they adjust to the new 21st century economic situation? [...]

Read More...

China: Last Man Standing?

On this blog, I have been a frequent critic of the view that China is a threat to the rest of the world as a rising superpower. Most of the time, these critics have a clear agenda to sell with regard to fear of China, or are journalists who have very little understanding of China. [...]

Read More...

Chinese Government’s CSRC To Fund Managers: No Bad News

The Chinese government’s watchdog for equities, the CSRC (China Securities Regulatory Commission) has issued an edict to local fund managers that they are not to issue any pessimistic reports about equities during the Olympics in Beijing. My question is “Why bother?” The Shanghai market has been down 50% in the first half of the year, [...]

Read More...

Chinese Economy: Early Signs of Rapid Deceleration

Some signs point to a rapid deceleration of the Chinese economy: Politburo to convene urgent economic meeting Chinese Domestic Olympic Travel Falls Lower Than Expectations Unsold inventories climbing Shanghai Vanke first to lower real estate prices in Shanghai (in Chinese) The whole idea of an urgent politburo meeting just three weeks before the Beijing Olympics [...]

Read More...

Where China Falls Short

China’s economic growth over the past several years has excited many members of the international community, who see it as an alternative to the US’s and west’s leadership of the world order for the past two centuries. There has been a deep underlying distrust of the west, but it was brought to the fore by [...]

Read More...

Trouble in the West and Yuan Appreciation

When I talk about the west in the title, I’m referring to the western part of China. A great deal of thought and ink and pixels have been devoted to how the recent violence in the western part of China has affected the country’s image in the runup to the Beijing 2008 Olympics. I’m not [...]

Read More...

Business and Social Context Isn’t Important; It’s Everything

One of the most popular cliches in the west about China is that Chinese are generally good and reasonable people, but when it comes to nationalism, they are unreasonable. On the political level, national sovereignty is not negotiable, and when it comes to business, you need to realize that nationalism is a wildcard, and can [...]

Read More...

Capital Has No Homeland

One phrase I have heard frequently from well-to-do Chinese business people is 钱无祖国. Roughly translated into English, this means that “capital has no homeland”; it largely goes wherever it can get the best return for its owners. The flip-side of this statement is that the nation-state, this political entity which has been so important for [...]

Read More...