Latest Posts
How Xi Jinping dominates China’s top leadership – Victor Shih
At China’s top leadership, it was always possible for different political agendas to exist next to each other. But since 2012 next to Xi Jinping – up for his unprecedented third term as CCP party secretary – very few variations in leadership style have been given room, says political analyst Victor Shih at the ABC. The retirement of premier Li Keqiang finalizes Xi’s powerful position, he adds. China’s next premier is likely to be a good friend of Xi, while women and ethnic minorities make little chance.Read More →
Five emerging consumer groups – Ashley Dudarenok
Among the often dark outlook for China’s economy, marketing expert Ashley Dudarenok comes with some bright sparks: five emerging consumer groups. She looks at her vlog at Gen Alpha, the metaverse consumers, pet lovers, young and health-conscious consumers, and outdoor enthusiasts.Read More →
The end of zero-Covid policy? At best Q2 2023 – Goldman Sachs
The question of when China might end its rigid zero-Covid policy is already for two years on the agenda. While a large part of the rest of the world has been helped by a rigorous vaccination program and ended most of the Covid measures, Goldman Sachs expects an end in China at best during the second quarter of 2023, according to this report by Bloomberg.Read More →
China’s young consumers unsure about their future – Ben Cavender
Unlike in the past, youngsters in China are unsure of what the future brings, and they have become more frugal, says Shanghai-based consumer analyst Ben Cavender, executive director of the China Market Research Group (CMR). to Reuters.Read More →
What happens to the economy now China’s real estate popped? – Jim Rogers
Veteran investor Jim Rogers discusses with Brad Carr what happens to China’s economy and its global implications now the country’s real estate bubble has popped.Read More →
Very few foreign companies are actually leaving China – Mark Schaub
Many foreigners and foreign companies are talking about exiting China, but as far as it comes to companies, very few do, says veteran China lawyer Mark Schaub at the China Chitchat. While doing business in China has never been easy, seldom firm fully pack their coffers, he says.Read More →
Defining moments in the history of the CCP – Victor Shih
Political analyst Victor Shih, author of the recently released book Coalitions of the Weak, looks – weeks ahead of the 20th Party Congress, at defining moments in the history of the Chinese Communist Party (CCP) at the Centre of Geopolitics.Read More →
How Shanghai worked as a stepping stone for Pakistani startups – William Bao Bean
Leading VC William Bao Bean, partner at SOSV and managing director of Orbit Startups explains how he started to develop startups in Pakistan, using his Shanghai experience as a stepping stone.Read More →
China consumer trends become global standards – Ashley Dudarenok
China has become a leading force in consumer trends with e-commerce and fintech, first followed by other Asian nations and now the rest of the global market, says marketing expert Ashley Dudarenok at Martechseries. Global brands are taken notice, she writes.Read More →
Guangzhou tops China’s unicorn newcomers – Rupert Hoogewerf
Guangzhou added in the first six months of 2022 nine new global unicorns, a privately held startup company valued at over US$1 billion – taking its total to 19, according to a new list from the Hurun List, writes the China Daily. “These unicorns are leading a new generation of disruptive technology,” says Rupert Hoogewerf, chief researcher of the Hurun Report.Read More →
What to expect in China 2023? – Mark Schaub
China veteran lawyer Mark Schaub looks back at the three decades he was involved with China and assesses how the country might look like in 2023, in his China chit-chat. What can larger foreign companies and the smaller ones expect? And of course: what is happening to the joint ventures?Read More →
Why China’s bad-debt companies cannot bail out the country today – Victor Shih
China has a longstanding tradition of bailing out large debtors using huge asset management companies (AMCs). But today they cannot solve the country’s real estate problems, says political and financial analyst Victor Shih to the Japan Times. “Any state injection into the AMCs could add further strain to the nation’s finances,” says Victor ShihRead More →