Latest Posts
Can China afford sustainable healthcare? – Sara Hsu
Already underfunded and facing a fast aging population, healthcare in China is under pressure. Financial analyst Sara Hsu sees some encouraging tests in keeping costs down, but many more reforms are needed to pass the test, she writes in the Diplomat.Read More →
No reason to expect financial volatility now – Arthur Kroeber
Leading economist Arthur Kroeber does not see reason for financial volatility in the short run, he tells at Bloomberg. The Chinese government will not try another devaluation, like they mistakenly did in August, and the funding of banks is very solid, at least for the next two to three years.Read More →
500 US dollar for a night is nothing for these kids – Rupert Hoogewerf
Rupert Hoogewerf or Hurun gives more details from his China Luxury Tourism market 2016, where he details the spending habits of rich millenniums at CNBC. For those kids, hotel rooms for US$500 are a basic average.Read More →
Why a Leninist state cannot survive, Q&A with David Shambaugh – Ian Johnson
There is not shortage of experts who predict China cannot survive as a Leninist state, but David Shambaugh is certainly one of the more prominent ones. Journalist Ian Johnson sits down with him for the New York Times and discusses the future of current China.Read More →
The bloody e-commerce battlefield – Ben Cavender
The e-commerce industry is still relatively young, and on the corporate battlefield to two, three big players, many smaller companies will succumb, predicts retail analyst Ben Cavender in the China Daily. What does it need for companies to survive in China?Read More →
Disneyland will help to stimulate economy – Shaun Rein
Even ahead of its official opening, the Shanghai Disneyland park looks for many the place to be. Costs might be higher, but it will add positively to consumer spending, says business analyst Shaun Rein in Bloomberg. “Every person with a kid or grandkid in China is going to go to Shanghai Disney as long as it’s big enough and good enough.”Read More →
Rich millenniums prefer travel beyond Asia – Rupert Hoogewerf
A Hurun rich list survey under China´s rich millenniums, The Chinese Luxury Traveler 2016, shows that Asia is loosing out as travel destination. Japan and South-Korea still do well since they are close, says Hurun chief researcher Rupert Hoogewerf at TTG-Asia, “But in terms of aspirations, this generation wants to go farther.”Read More →
Why BitMEX is a winner – William Bao Bean
Last month the financial startup BitMEX won the first place in Singapore among 475 other startups. BitMEX offers traders an account, allowing them to trade in bitcoins. A winning proposition, tells ex-banker William Bao Bean to Bloomberg, as many try to siphon capital out of China.Read More →
Going to court might be the wrong strategy in China – Shaun Rein
New England shoe company New Balance is suing a competitor in Guangzhou for using its brand name. The case does not lead anywhere for the US company, and business analyst Shaun Rein explains in Fortune why legal action sometimes can be counterproductive in China. Fighting for China to change might not work.Read More →
Robots are bad news for low-income jobs – Sara Hsu
China and especially Foxconn has been taking the lead in replacing labor by robots in manufacturing. Especially for the low-income jobs that might be bad news, says financial analyst Sara Hsu in the Diplomat. Job creating in the right sector is not going fast enough.Read More →
The hit by tax on cross-border e-commerce – Ben Cavender
China has slapped tax on cross-border e-commerce, a trade that went previously under the tax radar. Especially the smaller operations could be hurt, tells retail analyst Ben Cavender the China Daily, while the larger ones can avoid damage.Read More →
Investors concerned about Alibaba´s opaque accounting – Shaun Rein
The US Securities and Exchange Commission voices concerns about Alibaba´s sprawling business empire, and the way its accounting is organized. But also investors are concerned, tells business analyst Shaun Rein in the Financial Times. Read More →