Lessons from “China: The Fall Before the Rise”

If you are reading this post then hopefully you have already watched our video about Chinese history: “China: The Fall before the Rise.” What a chaotic and tragic couple of…

China: The Fall Before the Rise

Drug trafficking, foreign intrusions, rebellions, the collapse of the government, the splintering of the country, foreign invasion, war, war, and more war, famine, and finally, the collapse of society itself….

A Realistic Assessment of Human Rights in China

One hundred years after American Civil War, segregation was alive and well in the South. Given that China is only 35 years removed from the era of totalitarian communism, is…

Why Conservatives Are Wrong About China

A bit of perspective helps correct misperceptions   Let me begin by saying I am a conservative. So the comments below are not meant to be disparaging of those with…

Why Donald Trump is mostly wrong about China

If the Chinese weren’t paying attention to the US presidential campaign before, they are now. On August 11 China allowed its currency to devalue by roughly 2% and Donald Trump went ballistic, assailing China for economic misdeeds far and wide with characteristically bombastic style.

Why China won’t start a currency war

Some said China’s small currency devaluation on August 11 would lead to a currency war.  It hasn’t happened yet as China has not allowed the RMB to fall much below the level that was reached on the day of the devaluation.  The fact is there is more reason for China to support the RMB than to let it depreciate.  Here’s why that is the case. 

This Month in a Nutshell

This Month in a Nutshell

The Middle Kingdom is the Center of Attention

 From driving global markets and to irking Donald Trump, China was never far from the headlines in August.


Devaluation thrusts China into US campaign

It started when China executed a minor devaluation of its currency (which was actually a readjustment that bowed to market forces). Some took this as the first step in an inevitable currency war which then became a political football in the American presidential campaign, with Donald Trump leading the way.

Why is China Driving the US Stock Market?

Uncertainty and the impact on the global economy make China a major factor   China isn’t the only reason US stock market plunged last Friday. But it was a big…

Did China Just Blink?

Is China’s currency devaluation a sign of desperation?  Is a hard landing now unavoidable?   Everyone knew China’s double-digit growth rate couldn’t last forever. Optimists were hoping for a “soft…

US Politicians Ignoring the Reality of China’s Currency “Manipulation”

It is the market that wants China’s currency to devalue, not China’s government   As China’s recent currency devaluation rekindles the “currency manipulator” argument and rapidly enters the presidential campaign…