Latest Posts
How Trump tries to weasel out of the trade war with China – Arthur Kroeber
The phase-1 trade deal between China and the US is a non-deal paving the way out of an untenable situation, says leading economist Arthur Kroeber in Money Week.Read More →
Why China can not send in the troops to Hong Kong – Howard French
China can send in heavy police or army to put down the devastating protests in Hong Kong. But that would devastate its “One Country, Two Systems” approach, and nobody – including Taiwan – would trust China again, writes veteran journalist Howard French in The Guardian.Read More →
The Belt and Road initiative: all roads lead to China (updated)
One of the major global initiatives by China was the massive Belt and Road Initiative, reviving the old silk roads. In May 2017 a major international conference showed what our experts were already expecting: now all roads lead to China. Even countries who suffered from difficult relations with China, including both Koreas, appeared in Beijing.Larger than the former Marshall Plan after the Second World War, OBOR is going to redefine global trade.Read More →
Political experts at the China Speakers Bureau (updated)
Under president Xi Jinping, politics has become more dynamic than under his predecessor Hu Jintao. Anti-corruption, political reforms and increased infighting between different factions mark the news on an almost daily basis. And while everybody has an opinion, at the China Speakers Bureau we are happy to have a range of expert opinions on China´s political development.Read More →
China has fewer wealthy people than ever – Rupert Hoogewerf
For the first time in 21 years the annual Hurun (China) rich list notes fewer wealthy people, says its chairman Rupert Hoogewerf to AFP. “Nearly 40 percent of those in the rich list two years ago has dropped off,” he said.Read More →
Why global companies should fear the trade war – Arthur Kroeber
US companies make US$544 billion in annual revenue in China, much more than the US exports to China, warns economist Arthur Kroeber at Barrons. Global companies will feel the heat.Read More →
China’s consumers pick pork over iPhones – Victor Shih
China’s consumers are changing because of the trade war and food-driven inflation, says China expert Victor Shih at the Investor Place. They will pick pork over iPhones, he says, with a drastic impact on the stock markets.Read More →
The threat of decoupling the economies of China and the US – Harry Broadman
The US administration is trying to decouple its economy from China’s. And while there might be some arguments in favor of that position, the treat of decoupling for the world economy is huge, says international trade expert Harry Broadman in Forbes (here in pdf-format). Down the line, the US and global economies will be worse off, he warns.Read More →
Tech replaces manufacturing and real estate at rich list – Rupert Hoogewerf
China’s Hurun rich list is signaling yet another economic shift, says Hurun chairman Rupert Hoogewerf at CNN. This time the rich from tech firms are replacing those from manufacturing and real estate, according to the latest annual rich list.Read More →
Violence at Hong Kong protests needs to be condemned – Shaun Rein
Business analyst Shaun Rein asks Hong Kong protest leader Joshua Wong to condemn the violence at the protest. That went obvious too far for Joshua Wong, we noted at a forum of The Economist.Read More →
Investing in China is too risky right now – Shaun Rein
Business analyst Shaun Rein has always been a China-bull, but even he is now advising to put China investments on hold, he tells in the Press Democrat, after Houston Rockets General Manager Daryl Morey was the latest to get into hot air.Read More →
US dollar is heading for a crisis – Jim Rogers
The trade war between China and the US is taking another casualty, says super-investor Jim Rogers: the US dollar. He will no longer bet on the US currency, as a downturn is nearing fast in a few years’ time, he tells according to News Max. Although for gamblers, buying US dollars for the short run might be an opportunity. In the long run he will switch to China’s renminbi or gold.Read More →