China has promised wide-ranging financial reforms, moving from repression to the market. That is a much-needed change tells economist Arthur Kroeber in the Institutional Investor, to allow household to use their earnings in a more sensible way.Read More →
Shadow banking was one of those China issues that kept financial people awake at night. But after a decade of studying shadow banking, Sara Hsu argues in Triple Crisis that the issue has been cut up in manageable parts, and will fade away by 2015. Read More →
Against many predictions, China´s economy is doing relatively well and business analyst Shaun Rein does not see the need for a stimulus to fire up growth now, he tells CNBC.Read More →
Financial analyst Sara Hsu tries to make sense out of the long list of policy changes the central bank, the People´s Bank of China (PBOC) has announced in the past year, under the Xi-Li government. “Right now, the opaque is becoming more transparent,” she writes in The Diplomat.Read More →
Unlike previous actions when the central government would splash almost unlimited financial resources to boost the economy, now the announced mini-stimulus show a much more controlled way to push the economy in the right direction, tells business analyst Ben Cavender in the TradingFloor.Read More →
The bears and bulls on China have predicted the country will collapse under its debts, or maintained the government could just write them off. Financial analyst Sara Hsu remains in The Diplomat on the bearish side, and wonders who is going to clean up the mess.Read More →
China´s financial authorities have a hard job in controlling the flows of hot capital in and out the country. Often misinvoicing is a way to mask those money flows. Financial expert Sara Hsu offers in the Diplomat a way to track this long-standing tradition of misinvoicing.Read More →
President Xi Jinping´s economic reform seem to include also the powerful state-owned companies, by allowing private investors to invest in the SOE. But much more is need to call it real reforms, tells economist Arthur Kroeber to Reuters.Read More →
China is trying to shift away from traditional sources of economic growth like infrastructure investment, manufacturing and property, it is not very clear what the new sources of growth are going to be. Financial expert Maria Hsu ponders in The Diplomat what direction China´s government should take.Read More →
A US$540,000 fine for illegal direct selling and unsubstantiated product claims for Nu Skin Enterprises came as a relief, since the company could have faced a higher penalty. But it serves as a warning for all direct selling in China, says market analyst Ben Cavender to Bloomberg.Read More →
A first US$ 600 million default of a real estate company might be the beginning of more, tells business analyst Ben Cavender at Tradingfloor.com. Slower growth might trigger off more default in real estate, and the government will try to control the process, not bail everybody out.Read More →
Disappointing retail growth shows that the economy is still weak, tells business analyst Shaun Rein at Bloomberg TV. The government should do more in getting a market economy, while it is still focusing too much on the state-owned enterprises. Sustainability is more important than growth.Read More →