Latest Posts
Booming e-commerce with few foreign players – Shaun Rein
E-commerce is booming with expected annual growth of 50%, tells business analyst Shaun Rein at BloombergTV. Costs for brick-and-mortar stores are high, labor costs are booming, so much business is going online. Without big US players like Amazon and Ebay though.Read More →
High concern for economic slowdown – Sara Hsu
Speculative investments in shadow banking are raising concerns for a economic slowdown in China, writes financial expert Sara Hsu in The Diplomat. She pleads for dealing with shadow banking in stead of monetary tightening.Read More →
Taiwan’s early warning radar watches China – Wendell Minnick
The most powerful early warning radar (EWR) is based on Taiwan, and admired by everybody apart from China, writes defense expert Wendell Minnick in Defense News.Read More →
The tactics behind China’s new airspace rules – Wendell Minnick
China’s announcement to set up a defense identification zone over disputed waters in the East China Sea caught the US off guard, both was sino-US military relations had improved greatly, and it was the weekend before Thanksgiving. A known tactic, tells defense analyst Wendell Minnick in the VOA.Read More →
The facts on the China Air Defense Zone – Wendell Minnick
China’s Ministry of Defense shocked the international community by setting up an East China Sea Air Defense Identification Zone (ADIZ) including the Diaoyu/Senkaku Islets and started air patrols. In the Defense News military expert Wendell Minnick gets all the facts together as far as we know them.Read More →
Three questions on Xi Jinping’s economic reforms – Arthur Kroeber
Xi Jinping’s ambitious reform program is answering some of the questions analyst have been asking since the new president took power, writes economist Arthur Kroeber for Brookings. Although his program might not satisfy market fundamentalists.Read More →
How booming e-commerce pushes Alibaba up – Shaun Rein
Retail analyst Shaun Rein expects e-commerce in China to grow 50% year-on-year, giving its leader Alibaba a gigantic headwind, now the industry has won the confidence of the consumers, he tells Bloomberg TV. And pollution forces buyers out of the shopping malls to Alibaba.Read More →
Third Plenum does not solve financial instability – Sara Hsu
The reforms announced after the Third Plenum might not offer a enough to guarantee financial stability in China, writes financial specialist Sara Hsu in Triple Crisis. China’s financial authorities should focus on shadow banking, in stead of monetary tightening that could slow down economic growth.Read More →
“Brute force” to get local governments in line – Arthur Kroeber
The reform plans from president Xi Jinping asks for a notable reshuffle of power relations in China, notably from the powerful local governments to the central government. It takes “brute force”, says economist Arthur Kroeber in Bloomberg to reorganize local finances.Read More →
China lacks big dreamers – Bill Fischer
Innovation is no stranger in China, as CEO’s of Baidu, Tencent, Haier, Alibaba and Huawei show. But it is only a handful, argues IMD professor and leading author on innovation Bill Fischer in the Harvard Business Review. There is not a innovative culture, although Haier offers hope.Read More →
E-commerce: new tool for luxury goods – Shaun Rein
Single’s Day has become a huge commercial success, and retail analyst Shaun Rein explains why luxury sales will boom thanks to e-commerce: for many Chinese the luxury stores are just too far away, he tells in CNBC.Read More →
Singles day’s, talk of the consumer – Shaun Rein
Single’s Day in China, on 11 November, has become a major discounting e-commerce event, passing even America’s Cyber Monday in size. Retail analyst Shaun Rein explains why the Single’s Day makes Chinese youth happy at CNBC.Read More →