Our Blog

13
Jan

Financial Panic(s) in China: Systemic Risk or Tradeable Opportunity?

Whether we are referring to “maturing” jurisdictions such as China or mature ones such as various Western jurisdictions, it is a quasi-axiomatic statement that one cannot have a man-made financial system without occasional financial panics. From bank depositors who are standing in line in a desperate attempt to withdraw while they still can to investors

10
Jan

Volatility in China: Deal Breaker, Necessary Evil or Opportunity?

Whether we are referring to anything from asset prices to the legislative dimension, volatility is most definitely something one cannot ignore in China, more so than in more mature Western jurisdictions. Some investors choose to stay away from China altogether for this very reason (in other words, volatility represents a deal breaker) As far as

09
Jan

Chinese Universities: Evolution, Reach/Penetration, Potential and Challenges

Whenever “dissecting” national economic success stories with a reverse engineering state of mind, education tends to be an important common denominator at the very least, perhaps even the most important one. This is because, as economists such as Adam Smith have made clear centuries ago, the wealth of a nation doesn’t lie in the natural

08
Jan

Bitcoin/Crypto Mining in China: Energy Sector Blessing or Ticking Time Bomb?

It is a fairly established fact that while China has nothing against blockchain technology (on the contrary, as explained HERE), it is definitely not a fan of existing blockchain projects that it has no control over, such as bitcoin and the various altcoins that exist (as explained HERE). As such, many outside observers assume China

07
Jan

(Why) Are Chinese Social Media Sites/Platforms (TikTok and Many Others) Gaining Traction?

We have covered Chinese Internet success stories rather diligently here on ChinaFund.com, anything from referring to the (in)famous Chinese BAT (Baidu, Alibaba, Tencent) to explaining why domestic Internet companies are beneficiaries of China’s oftentimes controversial (from a human rights or let’s say freedom perspective, if you will) legislative action. For the most part, the average

06
Jan

Facebook’s Libra Crypto Project from a Chinese Perspective: Will China Play Ball?

Before trying to form an opinion on Facebook’s Libra cryptocurrency project and what it looks like from China’s perspective, we would strongly recommend reading three of our previous articles: First of all, an article through which we have explained why China has a love-hate relationship which is actually quite a bit closer to the “hate”

03
Jan

Will China Create Its Own Stablecoin?

Through a previous article, we have made it clear that no, China does not hate blockchain technology in general and, on the contrary, is interested in putting it to good use as long as it is able to control the end result. This state of affairs may seem ironic in light of the fact that,

02
Jan

Does China Hate Blockchain Technology?

In a previous article, we have made it clear that China tends to have a pronounced love/hate (with more of an emphasis on the “hate” dimension) relationship with bitcoin and other cryptocurrencies, primarily due to the fact that cryptocurrencies can represent a capital flight option. In other words, Chinese citizens who want to do anything

01
Jan

Is China a Maturing or Mature Economy/Market?

Only the most recklessly optimistic investors would have assumed that the let’s say pre-2010 economic growth trajectory of China can be maintained indefinitely, with yearly GDP growth rages in the double digits. While such a trajectory was not only possible but downright required back when China was a much poorer nation if the country were

31
Dec

China’s Transportation Sector: Problematic Polluter or Future-Oriented Industry

It should come as no surprise that China’s transportation industry has experienced tremendous growth over the past decades because at the end of the day, the transportation sector tends to be one of the most interconnected components of any economy… China in no way represents an exception in this respect. We could write an entire