Category: China
The analysis published under this category are as follows.
Friday, July 03, 2015
Xi’s Anti-Corruption Campaign Is Key to China’s Prospects / Politics / China
By: John_Mauldin
George Magnus is one of the most influential economists in the world today. From his position as chief economist at UBS for a number of years, he enjoyed a front-row seat to growth miracles, credit booms, and financial crises in major economies around the world and is widely credited with identifying the trigger points that eventually led to the global financial crisis in 2008.
Today, he works as an associate at Oxford University’s China Center, a senior economic adviser at UBS, and an independent economic consultant to governments and private investors who can afford his limited time.
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Wednesday, June 24, 2015
China Syndrome / Politics / China
By: Mike_Whitney
China’s meteoric rise has Washington worried, not because China is a threat to its neighbors or to US national security, but because China’s influence is expanding across the region. It’s creating the institutions it needs to finance its own development (AIIB and New BRICS Bank), it’s building the infrastructure needed to connect the continents with state-of-the-art high-speed rail (New Silk Road), and its attracting allies and trading partners who want to participate in its plan for growth and prosperity. This is why Washington is worried; it’s because China has transformed itself into an economic powerhouse that doesn’t conform to the neoliberal model of punitive austerity, pernicious privatization, and madcap asset inflation. China has slipped out of the empire’s orbit and charted its own course, which is why Washington wants to provoke Beijing over its negligible land reclamation activities in the South China Sea. Washington thinks it can succeed militarily where it has failed economically and politically. Case in point; check this out from Bloomberg News:
Monday, June 15, 2015
China - The People’s Republic of Debt / Economics / China
By: John_Mauldin
It wasn’t that many centuries ago that China was the absolute economic center of the world. That center gravitated to Europe and then towards North America and has now begun moving back to China. My colleague Jawad Mian provided this chart showing the evolution of Earth’s economic center of gravity from 2000 years ago to a few years and into the future:
Friday, May 22, 2015
Time To Get Real About China / Politics / China
By: Raul_I_Meijer
The present Chinese leadership appears to be trying to gain (regain?) more -if not full- control over the country’s economic system, while at the same time (re-)boosting the growth it has lost in recent years.
President Xi Jinping, prime minister Li Keqiang and all of their subservient leaders – there are 1000′s of those in a 1.4 million citizens country- apparently think this can be done. Yours truly doubts it.
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Wednesday, May 13, 2015
China-Japan Before China-Taiwan / Politics / China
By: EconMatters
Some long time readers probably know I occasionally write about Asian geopolitics related to China and Taiwan. Since Taiwan typically goes under the radar of major news media, I usually google browse both Chinese and English news about Taiwan. Over the weekend, I came across one disturbing piece of article by Hugh White who's a professor of strategic studies at the Australian National University in Canberra. Excerpt below:
Tuesday, March 24, 2015
China's Fragile Evolution / Politics / China
By: STRATFOR
Rodger Baker and John Minnich write: Last week, China's anti-corruption campaign took a significant turn, though a largely overlooked one. The Supreme People's Court released a statement accusing former Politburo Standing Committee member Zhou Yongkang, the highest-ranked official thus far implicated in China's ongoing anti-corruption campaign, of having "trampled the law, damaged unity within the Communist Party, and conducted non-organizational political activities." In Chinese bureaucratic speak, this was only a few steps shy of confirming earlier rumors that Zhou and his former political ally and one-time rising star from Chongqing, Bo Xilai, had plotted a coup to pre-empt or repeal the ascension of Chinese President and Party General Secretary Xi Jinping. Thus, the court's statement marks a radical departure from the hitherto depoliticized official language of the anti-corruption campaign.
Thursday, November 27, 2014
China Strengthening Claim To South China Sea Oil And Gas / Politics / China
By: OilPrice_Com
Not gone and not forgotten, China is ready to solidify its claim to the South China Sea (SCS). Recent satellite imagery confirms China is conducting significant land reclamation operations in the Spratly Islands in the SCS. The SCS is an important fishing ground and is believed to hold large amounts of oil and gas. Undermining the United States' influence in the region, China intends to play the shepherd in one of the world's busiest trade routes.Read full article... Read full article...
Wednesday, September 10, 2014
China Food Crisis ? / Commodities / China
By: Chris_Orr
China is having the worst drought in half a century, which will result in a devastating harvest.
Or: China is going to have a record crop this year.
Those are the two stories coming out of China in just a two-week time span.
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Tuesday, August 05, 2014
The End of Consensus Politics in China / Politics / China
By: STRATFOR
John Minnich writes: Chinese President Xi Jinping's anti-corruption campaign is the broadest and deepest effort to purge, reorganize and rectify the Communist Party leadership since the death of Mao Zedong in 1976 and the rise of Deng Xiaoping two years later. It has already probed more than 182,000 officials across numerous regions and at all levels of government. It has ensnared low-level cadres, mid-level functionaries and chiefs of major state-owned enterprises and ministries. It has deposed top military officials and even a former member of the hitherto immune Politburo Standing Committee, China's highest governing body. More than a year after its formal commencement and more than two years since its unofficial start with the downfall of Chongqing Party Secretary Bo Xilai, the campaign shows no sign of relenting.
Tuesday, February 11, 2014
Goldman Sachs States This Could Very Well Be The China Century / Stock-Markets / China
By: Bloomberg
Goldman Sachs Inc. Chief Executive Officer Lloyd C. Blankfein sat down with Bloomberg Television's John Dawson in Hong Kong earlier today and said emerging markets are in a better state today than in 1998, "There were a lot of things in '98 that don't exist now, better reserves, more flexibility in exchange rate, better policy orientation...There were tailwinds for emerging markets over the last several years. The risk returns to roost, not possibly, but inevitably. It has to. It's part of a cycle."
Wednesday, January 22, 2014
Are We Witnessing the End of Communist Party Rule in China? / Politics / China
By: Raul_I_Meijer
The more I read about China, the more chaotic it seems to become, and the more I start to doubt the generally accepted notion that the Communist Party (+PBOC) is in control. If we accept that the politburo has little or no control of the shadow banking system, and that the latter is worth $5.86 trillion, or 69% of Chinese GDP, why would we still assume the politburo controls China’s economy and banking system?
Thursday, November 14, 2013
China Demographics - The Next Phase of Reform / Politics / China
By: STRATFOR
The commitment and ability of China's leaders to follow through on new policies and to meet rising expectations will be tested as they strive to balance competing social, economic, political and security challenges. Three decades ago, China embarked on a new path, creating a framework that encouraged the country's rapid economic rise. The successes of those policies have transformed China, and the country's leadership now faces another set of strategic choices to address China's new economic and international position.
Tuesday, November 05, 2013
China Reaching Limits of its Economic, Politician and Social Model, Change is Inevitable / Politics / China
By: STRATFOR
Rodger Baker and John Minnich write: The Central Committee of the Communist Party of China will convene its Third Plenum meeting Nov. 9. During the three-day session, President Xi Jinping's administration will outline core reforms to guide its policymaking for the next decade. The Chinese government would have the world believe that Xi's will be the most momentous Third Plenary Session since December 1978, when former supreme leader Deng Xiaoping first put China on the path of economic reform and opening.
Thursday, October 03, 2013
China's Ambitions in Xinjiang and Central Asia / Politics / China
By: STRATFOR
In mid-September Chinese President Xi Jinping rounded out a 10-day tour of Central Asia that included state visits to Turkmenistan, Kazakhstan, Uzbekistan and Kyrgyzstan, as well the G-20 summit in St. Petersburg and the Shanghai Cooperation Organization summit in Bishkek. At each stop, the new president made hearty pledges of financial support and calls for further diplomatic, security and energy cooperation. In Turkmenistan, Xi inaugurated a natural gas field. In Kazakhstan, he agreed to invest $30 billion in energy and transportation projects. In Uzbekistan and Kyrgyzstan, he made similar promises to increase investment and cooperation in the coming years.
Sunday, September 01, 2013
China Model For The MENA – The Great Leap Backwards / Politics / China
By: Andrew_McKillop
FOOD IMPORTS AND POLITICAL CHANGE
Mao Zedong's Great Leap Forward was comparable to Western claims that “surgical bombing” can fast-forward political change, but not to democracy, in the Middle East and North Africa (MENA).
Mao's great leap was an ideology-driven jump into darkness, a criminal act that destroyed food production and dislocated the economy, depriving China of the means to pay for food imports and plunged the country into mass starvation. Estimates put the numbers of dead through the key years of 1958-1962 at far above 35 million, but the real figures will never be known.
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Tuesday, August 20, 2013
China's 7 Perils Are All Western / Politics / China
By: Andrew_McKillop
THE SEVEN PERILS
Reporting from Hong Kong in the 'New York Times', August 19, Chris Buckley started with this lead: “Communist Party cadres have filled meeting halls around China to hear a somber, secretive warning issued by senior leaders. Power could escape their grip, they have been told, unless the party eradicates seven subversive currents coursing through Chinese society”.
Saturday, July 13, 2013
China's Great Humiliation / Politics / China
By: Andrew_McKillop
MODERN MYTH'S OF NATIONAL TRIUMPH
Writing in 'Wall Street Journal' and saying China needs “a new national story”, Orville Schlee and John Delury basically claim China has for too long been hobbled and fettered, ideologically, by its modern history of humiliation. This was due to the so-called unequal treaties it was forced to sign with what for Chinese, were the Western Barbarians. These unequal treaties started with the British in 1842.
Saturday, November 24, 2012
China Busy Redrawing Territorial Waters Map Sowing Seeds of Conflict With Neighbours / Politics / China
By: DK_Matai
As China's military and economic influence has grown throughout the world, Beijing appears to have become more bold, brash and brazen in its claim to territories believed to be rich with oil and natural gas across the Asia-Pacific. The latest attempt to achieve just that is the watermark on China's new e-passports depicting its map, which has ended up insulting and offending most of its sovereign neighbours.
Thursday, November 15, 2012
China's New Leadership: Progressive, Not Conservative / Politics / China
By: Axel_Merk
Hu's defeat vs. Jiang's victory
We disagree with media reports that China's new Politburo Standing Committee is dominated by relatively conservative members. What we see is a complete defeat of current President Hu's CCLY clique and a victory of retired President Jiang's Shanghai clique. In recent days, Jiang's unusually frequent and high-profile public appearances suggest he is still highly influencing policy making and senior official appointments.
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Tuesday, November 06, 2012
How the Once-a-decade Political Transfer in China Affects U.S. Corporations / Companies / China
By: InvestmentContrarian
Sasha Cekerevac writes: Many investors around the world are keeping a close eye on the Chinese economy. This is because a growing number of companies depend on the Chinese economy for their corporate earnings growth. One of the most important events in China is the transfer of power within the Communist Party that happens once a decade. The 18th National Congress starts on Thursday and ends next week.
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