Measuring China’s Progress

As China makes its gradual transition from communism to capitalism and from poverty to prosperity, it can be easy to lose track of how much progress China has made.  The…

The End of Teflon Xi

Will China’s stock market turmoil dent Xi’s stellar reputation in China? President Xi Jinping is actually a fairly popular leader, with people being drawn to his strong stands relative to corruption,…

Note to China: More Debt and Less Market is a Bad Idea

China stock market characterized by leverage and non-market measures Increasingly it seems this will be China’s approach to its entire economy Fueled largely by leverage (buying on margin increased 500%),…

Bulls & Bears: China’s Stock Market

We do think that the decisive factors in the Chinese market are the explosion in leverage (margin buying) that occurred on the way up and the extremely high PE valuations.  Any market built on such conditions will surely fall.  How far is hard to say, but continued rise looks very difficult and unstable.  As to the economic fall-out, the short term impact looks to be minimal.  But China has greater economic challenges.

Is it time to abandon China? (Summary of 4-part series)

In light of all the bad news being reported from China—a slowing economy, mounting debt, rising costs, an increasingly hostile environment for foreign companies, and a political clampdown—we have prepared this series of blogs with the intent of providing some perspective to the dire assessments and predictions that have become so common of late.

Is it time to abandon China? (The Economy)

Is a hard landing for the economy unavoidable?   Given all the bad news being reported from China—a slowing economy, mounting debt, rising costs, an increasingly hostile environment for foreign…

Is it time to abandon China? (Losing competitiveness)

Is China losing its competitiveness?   Given all the bad news being reported from China—a slowing economy, mounting debt, rising costs, an increasingly hostile environment for foreign companies, and a…

Is it time to abandon China? (Targeting foreign companies)

Is China becoming less welcoming to foreign companies?   Given all the bad news being reported from China—a slowing economy, mounting debt, rising costs, an increasingly hostile environment for foreign…

Is it time to abandon China? (Political Risk)

Is political risk in China growing as the new administration takes a hardline on many issues?   Given all the bad news being reported from China—a slowing economy, mounting debt,…

America loses out to China on the AIIB

America has been humiliated. Her allies stabbed her in the back and sold out to China. And China has just bought a huge amount of influence on the world stage.  At least, that’s what the headlines say.