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

(You can read the article by clicking here)

Last week we discussed China’s brand new white paper on National Defence. Now, amid their mounting economic quarrel, the US is expressing its concern over China’s aggressive military expansion. War simulations show that if a conflict were to erupt, China has the capability to triumph. And even though outright warfare seems unlikely, the country has clearly stated that it won’t hesitate to use force over Taiwan if the island declares independence. With Taiwan a close US ally, tension continues to rise as Washington ups its naval activity across the Taiwan Strait.

Why does this matter? China’s intent remains unclear to the US. Most of the 2020 Presidential candidates agree that China is a major national threat. How a bipartisan demonization of China plays out is yet to be seen - war simulations can only go so far.

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

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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