Our Blog

06
Dec

China and Latin America: Infrastructure Investments, Sustainability Concerns and the US Variable

We have covered the trade relationships between China and various entities here on ChinaFund.com extensively, but Latin America has been for the most part ignored (other than the fact that Brazil was put under the microscope through our BRICS article). Through this article, it’s time to put an end to that and tackle one of

04
Dec

China and Singapore: From “Third China” Concerns to Pragmatic Friendship

Right from the beginning, it is worth pointing out that Singapore has always done its best to avoid being labeled as the “Third China” (with the other two being, of course, the People’s Republic of China and the Republic of China – Taiwan) in light of the fact that three of four Singapore citizens are

02
Dec

The People’s Bank of China (PBOC) vs. Western Counterparts

The People’s Bank of China (abbreviated PBC, or more commonly PBOC) has been the world’s “richest” central bank by asset valuation since July of 2017, a valuation north of $3 trillion at the moment of writing. Just like any other central bank, the PBOC has responsibilities with respect to setting monetary policy and acting as

29
Nov

Censorship in China: A Multi-Generational Paradigm?

Pretty much all analysts acknowledge that censorship-related practices tend to be ubiquitous in China, with the main debates revolving around their effectiveness (or lack thereof). Of course, there is the occasional contrarian analyst who believes the issue is blown out of proportion but for the most part, the “Is censorship a significant issue in China?”

27
Nov

Trading Chinese Assets vs. “Buy and Hold”

The age-old question when it comes to wealth management, whether we’re referring to Chinese assets or anything else one can invest in: should you trade the asset in question (buy low, sell high, rinse and repeat… hopefully) or simply “passively” buy and hold? Right off the bat, it makes sense to start by making two

25
Nov

China and the Philippines: “Pivot to China” Despite South China Sea Tensions?

According to Pew Research Center data, over 90% of those who live in the Philippines are worried that tensions around geopolitical hot spots such as the South China Sea between China and its neighbors could lead to a military confrontation. And, indeed, the Philippines is a significant variable in the South China Sea equation, with

22
Nov

China and Isolationism: A Two-Way Street?

The strong Western isolationism trend became brutally obvious in 2016, first with the Brexit vote and later that year with the United States elections. Needless to say, China in general and more specifically the problematic trade balance with China that most Western nations are dealing with have been and still are major talking points. It

20
Nov

China and Indonesia: ~1.7 Billion Reasons to Find Common Denominators

The #1 country worldwide in terms of population (China) and the #4 nation by the same metric (Indonesia) do indeed have roughly 1.7 billion reasons (their combined population) to engage in economic cooperation and identify common geopolitical denominators. And historically speaking, common denominators abound. The “first meaningful contact” moment between the two entities dates back

18
Nov

China and the Association of Southeast Asian Nations (ASEAN)

It is close to impossible for China not to have some kind of a relationship with the Association of Southeast Asian Nations (ASEAN, for the sake of convenience) in light of the fact that it shares deep ties with its 10 member states, which range from historical and cultural to more pragmatic geographical and economic

15
Nov

Do Chinese Assets Belong in the Risk-on or Risk-off (Safe Haven) Category?

The economy of China (#2 worldwide in terms of nominal GDP) tends to frequently be presented in a bit of a “combative” manner and compared to either the economy of the United States (#1 worldwide in terms of nominal GDP) or let’s say Western economies in general, whether we are referring to entities such as