Our Blog

25
Oct

As (Not) Seen on TV: China’s Poorest Regions

Time and time again, Western media depictions of China involve prosperous neighborhoods from Beijing or Shanghai, industrial success stories such as Shenzhen and so on. At the political level, the same principle tends to be valid in many cases, for example president Donald Trump criticizing China for continuing to define itself as a developing nation

23
Oct

Money Talks: China’s Geopolitical Friends and Enemies

As cliche as the term may be, “money talks” represents perhaps the best possible two-word combination when it comes to accurately describing the current state of Sino-centric geopolitics. Frankly, the name of the game for those serious about embracing a realistic perspective on China’s geopolitical relationships is realizing that the sheer size of China’s economy

21
Oct

China’s Transportation/Logistics Industry: A Key to Success?

This much is certain: while China is not the only emerging market growth success story, it is without a doubt the most impressive one. What is considerably less certain, to the point of generating intense debates, is what exactly it is that enabled China to grow at such a remarkable pace. One of the top

18
Oct

Medical Tourism in China: A Tale of Two Worlds

In a previous article, we have made it clear that China’s medical system (just like quite a few other sectors of the Chinese economy) is a textbook fragmentation case study. On the one hand, we have affluent regions (Beijing, Shanghai, Shenzhen, etc.) with Western-level medical services and on the other hand, poorer regions of China

16
Oct

The (Subpar) Medical System of China: Problems, Threats and Opportunities

The medical system represents yet another case study involving a service which hasn’t exactly managed to keep up (in a directly proportionate manner, that is) with China’s explosive multi-decade economic growth… at least, not in a homogeneous manner. Of course, as pretty much always, it is possible to “cheat” by cherry-picking examples from affluent regions

14
Oct

Law Enforcement in China: How Strict Is Too Strict?

The Chinese authorities frequently take pleasure in mentioning the fact that in China, crime rates are among the lowest in the world. On the one hand, we need to understand that more so than with other countries, official statistics should be taken with a grain of salt as far as China is concerned. It is

11
Oct

The Rule of Law in China: “Wild West” or First World Status?

As someone who grew up in Eastern Europe, I’ve witnessed first-hand that simply having comprehensive laws in place is nowhere near enough. If this were the only variable involved in the rule of law equation, China as well as my own country would pass the proverbial test relatively easily. Unfortunately, things tend to be multiple

09
Oct

Art and Antiques in China: Fascination, Wealth Preservation… or Both?

During the 70s and 80s, interest in arts and antiques from the China region came primarily from Hong Kong and Taiwan. However, as time passed and mainland China became and more prosperous, the tide turned. Or, to be more precise, while there is still quite a bit of interest originating from Hong Kong and Taiwan,

07
Oct

(How) Does The Chinese New Year Affect the Economy, Markets and… Investors?

One might be tempted to think that, finally, we have a common denominator when it comes to China and the proverbial West, one pertaining to how disruptive the “holiday” season(s) can be. However, as frustrating as it may seem, things are once again different in China, as this article will hopefully make clear. On the

04
Oct

Risk and Money Management When Investing in China

One of the most common misconceptions among investors is that to succeed, you have to be right more frequently than you are wrong. That is hardly the case, whether we are referring to Chinese assets or any other asset class. For example, you can be right 9 out of 10 times and generate 1% each