Latest Posts
Who is going to clean up the debt mess? – Sara Hsu
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 →
Controlling misinvoicing: a possible solution – Sara Hsu
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 →
The risks of shadow banking: a framework – Sara Hsu
Two weeks ago financial expert Sara Hsu had a thorough look at the complex and very different products that constitute the shadow banking industry in China. For Triple Crisis she summarized those products and risks in a useful framework, allowing assessing risk levels of different products.Read More →
More is needed to reform state-owned companies – Arthur Kroeber
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´s new sources of growth – Sara Hsu
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 →
Warning for direct selling after Nu Skin penalty – Ben Cavender
A US$540,000 fine for illegal direct selling and unsubstantiated product claims for Nu Skin Enterprises came as a relief, since the company could have faced a higher penalty. But it serves as a warning for all direct selling in China, says market analyst Ben Cavender to Bloomberg.Read More →
A controlled collapse of China´s real estate? – Ben Cavender
A first US$ 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 →
Pollution main driver for emigrating Chinese rich – Rupert Hoogewerf
China´s rich are leaving the motherland in a higher speed than ever, and pollution is one of the major driver behind this spike in emigration, notes China´s rich list founder Rupert Hoogewerf in Time.Read More →
China confidently pushes export of targeting pods – Wendell Minnick
China was again present with fighter jet targeting pods at the Singapore Airshow in February, showing new confidence in its military export products, notes defense expert Wendell Minnick in Defense News.Read More →
Alibaba feels the heat of Tencent – Shaun Rein
“Jack Ma looks desperate right now,” says business analyst Shaun Rein at the BBC about the founder and chairman of the Alibaba Group. Alibaba has announced its IPO, but feels the breath of its major competitor Tencent coming from behind.Read More →
What are the risks of shadow banking? – Sara Hsu
Financial analysts look at the financial risks of shadow banking from both extremes, some signal a looming collapse of China´s financial system, others claim there is not much to fear. For TripleCrisis shadow banking expert Sara Hsu explores the different kinds of financial products and their risks.Read More →
Sustainability more important than growth targets – Shaun Rein
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 →