Flailing at China (Project Syndicate, 4 min read)

(You can read the article by clicking here)

Professor Stephen Roach discusses how changes in China’s economic policies shaped his course, ‘The Next China’, at Yale University. To address the ‘Four UNs’ (unstable, unbalanced, uncoordinated, and unsustainable) that may undermine China’s economic growth, the Chinese government deployed four ‘transitional imperatives’ with focuses on stimulating the domestic market. Roach argues that the Trump administration’s containment strategies against the Chinese economy may have undesired consequences on a global scale.

Why does this matter? An increased trade tension between the US and China is certainly a hindrance to alleviating the problem of weakening global growth. It’s also interesting to see whether the tactics that the Chinese government might implement to relieve the downward pressure on its own economy will bear fruit, given it’s facing tremendous hostility from its biggest trading partner.

How Exposed are U.S. Investors to China? (Seafarer Funds, 5 min read)

August 29, 2019

China’s Hong Kong Dilemma (The New Yorker, 3 min read)

August 29, 2019

Taking Down Deng (China Media Project, 3 min read)

August 29, 2019

Hong Kong’s Real Problem Is Inequality (Project Syndicate, 4 min read)

August 29, 2019

Hong Kong is in India, Kashmir is in China. Right? (SCMP, 4 min read)

August 23, 2019

Data Leviathan: China’s Burgeoning Surveillance State (The New York Review of Books, 5 min read)

August 23, 2019

China’s version of GPS now has more satellites than US original (Nikkei Asian Review, 3 min read)

August 23, 2019

Beijing unveils detailed reform plan to make Shenzhen model city for China and the world (SCMP, 3 min read)

August 23, 2019

Russia, China seek Security Council meeting after US missile test (Al Jazeera, 3 min read)

August 23, 2019

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 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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