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

(You can read the article by clicking here)

Unlike the rest of the World, China seems unconcerned by its slowing GDP Growth. In this article, Stephen Roach, a senior fellow at Yale University, who takes a bullish stance on China, argues that Jinping maintains a long term, stable approach to policy. Unlike many of the Western economies, China is enjoying fiscal and monetary leeway with plenty of room for rate easing and infrastructure spending. Further, Beijing portrays patience in their strategic decision making, and policymakers aren’t planning any sways no matter who wins the 2020 Election or what their views are on China. Further, Roach sees the Huawei restrictions from the US as inevitably harmful but short-lived – China has the potential to build its own chip industry within only two years, as opposed to the expected ten.

Why does this matter? China appears resilient to short-lived headwinds and attacks from the US. Don’t be quick to judge, however. As we have previously discussed, China’s corporate defaults are at record highs and consensus predicts another halving of the Chinese economy.

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

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

August 1, 2019

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