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    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

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    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

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    13
    Nov

    China, Inner Mongolia and… (Outer) Mongolia?

    Misconceptions around this topic abound, starting with the very status of Mongolia itself. Is Mongolia an independent nation? Yes. Is Mongolia a part of China? Kind of. Does “Outer” Mongolia exist? Kind of… but not really. If you were not confused by now, you most certainly are at this point, so it is time to

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    11
    Nov

    The (Trade but Not Exclusively Trade) Relationship Between China and Malaysia

    Despite there not being a border between the two countries, China and Malaysia share deep ties, anything from ethnicity-related ones (with a quarter of Malaysia’s population consisting of Malaysian Chinese after a migration phenomenon that occurred several centuries ago, although sociological data tends to indicate that they don’t necessarily identify as Chinese) to the economic

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    08
    Nov

    Black Swan Events in China… or China as a Black Swan Event?

    Throughout his books, Nassim Taleb frequently refers to so-called black swan events, which he explains through a now-famous turkey analogy. Simply put, a turkey who is fed each and every day by his generous owners has every reason to believe humans are his friends. With each day that passes, more data strengthens the turkey’s viewpoint…

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    06
    Nov

    When to Invest in China? Dollar Cost Averaging vs. Lump Sum Investing

    As mentioned on more than one occasion, ChinaFund.com has one mission and one mission only: making sure our clients make the best possible investment decisions with respect to Chinese assets. When the time is right to buy, we recommend just that. The same way, when market conditions indicate that selling is the superior strategy, bringing

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    04
    Nov

    How Many Languages (Dialects?) Are Used in China?

    To meaningfully wrap your head around China, digging deep is the only way to go and there is certainly more to it than just crunching some economic numbers. This is why, here on ChinaFund.com, we frequently refer to anything from Chinese dynasties to the cultural dimension because without giving adequate attention to these (vital) variables,

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    01
    Nov

    Is China a Multi-Party Country and Do Opposition Forces Exist?

    As is the case with quite a few ChinaFund.com articles in particular and China in general, the question which constitutes the title of this post has a complex “yes, but no” answer. In other words yes, China is indeed technically a multi-party country in that the Communist Party of China is not the only one

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    30
    Oct

    Social Tensions in China: Are Civil Unrest Scenarios Realistic?

    Too many Western observers make the mistake of assuming that just because China is run in a manner they consider authoritarian, it is somehow immune to social tensions. This attitude is short-sighted at best because whether we are talking about authoritarian regimes where it seems those in charge have everything under strict control or let’s

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    28
    Oct

    Liquidity Crunch in the US: Implications for China?

    Some investors have been spooked by the recent liquidity issues in the US repo market and the Federal Reserve’s subsequent attitude. As a brief explanation, a repo agreement or repurchase agreement is essentially a transaction between two entities, where the one in need of liquidity (the dealer) gives assets that it owns such as bonds

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