Our Blog

04
Jul

How China Achieved Their Economic Growth

When you talk about China, one of the first topics to be brought up is usually their economy. More often than not, the word “growth” is used, for example: “China has been growing at an unprecedented rate” “The Chinese economy has been growing every year for the past 40 years” “China is projected to keep

04
Jul

China in an International Border Closure Context

Much has been said about pretty much every facet of the Covid-2019 calamity but in our view, too little attention has been paid to the long-term international relations implications of the aggressive border closure action (to give perhaps the most obvious example) that has been taken worldwide. From Donald Trump who has been continuously bragging

03
Jul

Things To Know Before Doing Business In China

If you’re contemplating doing business in China, there are a few things you’ll want to be aware of before making any official decisions. The more cognizant you are of how China differs from the U.S., the more significant of an advantage you’ll have. Having a deep understanding of Chinese culture, government and business practices can

03
Jul

Is China Likely to Deal with an Economic or Financial Crisis? What About Other Economies?

Those who compare the 2020 situation to let’s say the Great Recession, in our opinion at least, oftentimes fail to understand the fundamental difference between an economic crisis that affects industry after industry in a meaningful manner and a financial crisis which came as a result of Wall Street recklessness correlated with consumer greed and

02
Jul

5 Reasons to Invest in China Besides Their Growth

When it comes to China, one of the first things that you hear of when mentioning their economy is their amazing growth rate. The Chinese economy has doubled roughly every 8 years for the past 40 years. This level of economic growth is on par for one of the best in history and is obviously

02
Jul

Should China (… and Other Nations) Give Markets What They Want?

Markets can be… let’s just say quite convincing. When those in charge of governments and central banks see prices collapsing and the thought crosses their mind that the financial system or even economic model could collapse on their watch, a very strong incentive to simply give the market what it wants emerges. But what if

01
Jul

Are Chinese Asset Investors Ready for an “Aggressive Fiscal Stimulus” Paradigm?

In this author’s opinion, at least, economists are underestimating the fiscal stimulus “demands” the market is making, especially in light of the fact that the let us call them ammunition levels of central banks have seen better days. Gone are the days when for example the United States criticized China for weakening its currency so

30
Jun

How Low (and, Strangely Enough, High) Can the PBOC and Other Central Banks Go?

The aftermath of the Covid-19 situation made at least one aspect perfectly clear: governments and especially central banks do not intend to let the economic dimension of the crisis simply run its course and, on the contrary, have manifested a more than obvious intention of proverbially throwing the kitchen sink at the problem. The Beijing

29
Jun

Key Ways That the US and Chinese Governments Differ

If you’re thinking about investing or opening up a business in China, it can be incredibly important to understand the differences between the two government structures. Heading in with the expectation that it will be “business as usual” could lead to costly mistakes. This is especially true when governments have such stark differences, as is

29
Jun

The “Deflation Followed by Inflation” Scenario for China and… Well, Everyone Else

It would perhaps be the understatement of the (21st) century that investors find it difficult to reconcile the fact that central banking policies have been “unorthodox” (extremely aggressive) for a very extended period of time with the fact that despite this aggressiveness, inflation problems haven’t surfaced. If anything, governments and central banks have been tacking