China Makes Concession on US Farm Goods in ‘Frank’ and ‘Constructive’ Talks (SCMP, 4 min read)

(You can read the article by clicking here)

The anticipated progress in the US-China trade talks is now materialising. In a meeting this week China agreed to start buying soybeans and other produce from the US. Even though China is in no rush to end the trade talks, since, as we mention above, their economy is resilient enough to withstand the turbulence, Beijing is opting for cooperation, opening its economy to more foreign investment. Trump, who needs an attractive deal to boost his re-election chances will favour this. Meanwhile, Wall Street is lobbying for an easing of Huawei’s ban.

Why does this matter? Brexhaustion – a recently coined term defined as apathy towards Brexit discussion; well perhaps we are seeing something similar emerging around the US-China trade talks. Hopeful investors are finally seeing some progress, but it seems like a long way to go with much back and forth to come.

Smart home tech makes inroads into China’s emerging elderly care market (Reuters, 4 min read)

August 16, 2019

Stimulus Prep or Prelude to Deflationary Crisis: China Tightening Screws on Real Estate (Investing in Chinese stocks, 4 min read)

August 16, 2019

Inside China’s vast influence network – how it works, and its reach in Australia (The Conversation, 4 min read)

August 16, 2019

Hong Kong protests: history lessons for Beijing from British colonial era uprising (The Conversation, 4 min read)

August 16, 2019

China’s AI Talent Base Is Growing, and then Leaving (Macro Polo, 3 min read)

August 16, 2019

Chinese Universities Need to Attract More Foreign Students, But Not by Treating Them Differently (SCMP, 3 min read)

August 9, 2019

The Messy Truth About Social Credit (Logic Magazine, 10 min read)

August 9, 2019

New China Tariffs Increase Costs to U.S. Households (Liberty Street Economics, 4 min read)

August 9, 2019

The Real Reason for China’s Rise (Project Syndicate, 3 min read)

August 9, 2019

U.S. Breaking Promises is Setting New Obstacles for Trade Talks with China (People’s Daily, 3 min read)

August 9, 2019

To Feed its 1.4 billion, China Bets Big on Genome Editing of Crops (Science Magazine, 7 min read)

August 1, 2019

China’s Long View (Project Syndicate, 3 min read)

August 1, 2019

How the U.S. Could Lose a War with China (The Atlantic, 3 min read)

August 1, 2019

Beijing Axes Individual Travel Visas for Chinese Tourists Visiting Taiwan (Taiwan News, 3 min read)

August 1, 2019

China White Paper on National Defense: Separatists Are Top Threat (SupChina, 3 min read)

July 25, 2019

(The commentary contained in the above article does not constitute an offer or a solicitation, or a recommendation to implement or liquidate an investment or to carry out any other transaction. It should not be used as a basis for any investment decision or other decision. Any investment decision should be based on appropriate professional advice specific to your needs.)

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