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    10
    Jun

    China’s White Swans: Preparing for the (Un)Expected?

    Say what you will about economist Nouriel Roubini but he does have a valid point when it comes to his more recent work, which revolves around the idea that as interesting as the concept of preparing for black swans may be, white swans also deserve our attention. Before continuing with this article, we would recommend

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    09
    Jun

    How to Start Investing in China

    If you’ve been looking for new markets to tap into to broaden your investing horizon, then you’ve probably landed on China. If you haven’t contemplated starting yet, take a few minutes and scan a few other articles we’ve written, with most of them being displayed over at our New Here page in a logical as

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    09
    Jun

    Are Derivatives a Ticking Time Bomb and How Vulnerable Is China?

    Warren Buffett (in)famously referred to derivatives as financial weapons of mass destruction and, indeed, it is hard to argue against this description after seeing how derivatives did indeed risk bringing down the financial system in the aftermath of the Great Recession, with the “Mortgage-Backed Security + Credit Default Swap” equation representing the elephant in the

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    08
    Jun

    Margin Trading Explained: Should You Trade Chinese Assets Using Leverage?

    A lot of individuals claim they’re interested in “grabbing a piece of the China pie” without realizing that there are a wide range of roads they can take to achieve said goal. Needless to say, each road/option comes with its own risk factor and no matter which one you end up going with, there are

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    07
    Jun

    Hard and Soft Landing Scenarios for China in the Context of Unprecedented Economic Interconnectedness

    If we eliminate the time dimension from the equation, it isn’t the least bit difficult to state (in a quasi-axiomatic manner), that whenever there are imbalances when it comes to a certain nation, the market will ultimately figure out a way to re-establish balance. For example, if a country is overly indebted, the market will

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    06
    Jun

    What the Market Capitalization (Market Cap) of Chinese Assets Does and (Especially) Doesn’t Tell Us

    Time and time again, the market capitalization of a certain asset (from stocks to cryptocurrencies) is used as a (somewhat) misleading selling point by those interested in painting a bullish/optimistic narrative and the exact same principle is valid when it comes to Chinese assets. To put it differently, commentators interested in pushing a bullish narrative

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    05
    Jun

    Domestic vs. Global Rating Agencies: Who Gets It Right When It Comes to China?

    Before even getting started, it is worth pointing out that China’s financial system is heavily bank-oriented, with there being a clear need for a proper bond market framework. And while one is indeed in the works, let’s just say the growing pains are more than obvious and a textbook example to that effect is represented

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    04
    Jun

    Marxism-Leninism in China: Foundation or Ideological Ballast?

    In light of the fact that the very first ideology of the Communist Party of China was Marxism-Leninism, many less than thorough investors make the mistake of believing that today’s China is run in the spirit of the ideology in question. Is that true? To put it differently, is socialism with Chinese characteristics perfectly in

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    03
    Jun

    Is China Overvalued or Undervalued?

    We live in a most peculiar financial landscape, which involves the unsustainable being pretty much accepted as status quo: central banks that have injected record-breaking amounts of liquidity into the financial system in correlation with keeping interest rates either at (pretty much) zero or even negative, asset bubbles which have emerged across the board as

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    02
    Jun

    The Xinjiang Conflict and China’s Uyghur Minority: Domestic and Global Implications

    The Xinjiang conflict (with Xinjiang being an autonomous region located in the far-northwest of China) has been brewing in one way or another since 1931, in light of the fact that clashes started emerging between Muslim minorities (especially Uyghurs) and the Han Chinese population. Such situations can be found in many countries, where a minority

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