US-president Donald Trump gave the financial market a hit this week by announcing a sudden increase of tariffs on Chinese goods, but veteran economist Arthur Kroeber still believes a trade deal could be done next month, he tells Bloomberg.Read More →
Renowned investor Jim Rogers learned from the China market 23 years ago in a painful boom-and-bust cycle. Now he is bullish on China, but shares a few tough lessons he learned in those early days, he will not forget, he writes in the Daily Wealth.Read More →
China’s outbound investments are slightly picking up, and Rupert Hoogewerf, chief researcher of the Hurun China Rich List, sees levels reaching ‘normal’ levels after a stellar 2016 and dismal 2017, he tells the South China Morning Post.Read More →
In its fight against an economic slowdown, China has opened the bank vaults again and pumped more credit into its financial systems, again, says political analyst Victor Shih, author of Factions and Finance in China: Elite Conflict and Inflation to the New York Times. It is an old solution in a country where debts are already at dangerous levels, he says.Read More →
Controlling shareholders have been caught for criminal activities everywhere, but there are a few reasons to give their backgrounds extra caution in China, says business analyst Shaun Rein, author of The War for China’s Wallet: Profiting from the New World Order to the South China Morning Post.Read More →
Yujiapu, Tianjin’s financial district, is building China’s Manhattan, with loans since most inhabitants still have to arrive. That goes well, says financial analyst Victor Shih, as long as the project has the political goodwill in Beijing to subscribe giants loans, he tells in the New York Times.Read More →
After a lengthy crackdown on shadow banking, this risky financial tool seems to be back in grace as China’s economy is slowing down. It is the pragmatic way China’s financial authorities deal with the economy, financial analyst Sara Hsu says. Shadow banking will be allowed, as long as it works, she writes in China Focus.Read More →
A short video clip of Tencent watcher Matthew Brennan went viral, as he noted facial recognition tools at China’s airports. Most reactions from outside China were rather negative, he notes at CGTN, but in China itself, facial recognition is becoming the new normal. More debate is certainly needed, he adds.Read More →
The official trade war between the US and China seems to be entering its end game. But that does not mean the hostilities will end. Making sense out of what the world’s first and second-largest economies will do will only be slightly easier. A few speakers at our office might be able to help you out.Read More →
For years the business community feared China’s central government would kill the so-called VIE’s (variable-interest entity). The tool to circumvent the country’s strict ownership regulations was never endorsed by the government but has also never been in serious trouble, tells China veteran and lawyer Mark Schaub to Bloomberg. The ban even did not show up in the draft foreign investment law, last week.Read More →
China is pondering to throw in a currency deal in its trade negotiations with the US, maintaining the value of the Renminbi, to pacify the doves in the White House. But that might be a wrong idea, say analysts like economist Arthur Kroeber, who point at Japan. Japan agreed to a currency deal in 1985 as has paid for it dearly, writes the South China Morning Post.Read More →
Global gloom has hit billionaires worldwide, but especially in China, as 213 lost their position at the China Hurun rich list. Globally 430 dropped off the global edition. Poor performance of the stock markets mainly caused the drop, says Rupert Hoogewerf, chief researcher of the Hurun rich list in the SouthRead More →