Our Blog

13
Sep

China’s Luxury Goods Market: Facts vs. Misconceptions

Misunderstandings abound when it comes to all things China-related. For example, through previous ChinaFund.com articles, we’ve highlighted many manufacturing-related ones, for example the (grossly outdated) idea that China can only put low-quality, low value-added products on the table. Similar outdated stereotypical thinking examples also pertain to the Chinese consumer. To put it differently, China has

11
Sep

(How/Why) Is China Different? “Investor Culture Shock” Explained

On a superficial level, we know or think we know that there can be differences between nations. But do we meaningfully internalize this reality or limit ourselves to superficially acknowledging it? When it comes to most Western investors and their attitude toward China, the latter tends to be much closer to reality. In other words,

09
Sep

Donald Trump’s Love (?) – Hate Relationship with China

A rather compelling case can be made that no other US leader has been as vocal when it comes to pinpointing China as the number one adversary of the United States than Donald Trump. Of course, US leaders have steadily criticized all sorts of Chinese business practices, China’s various problems with respect to human rights

06
Sep

Investing in China: “Fad” vs. Secular Mega-Trend

Many savvy marketers are quick to point out that in their opinion, humans make primarily emotion-driven decisions and justify them using reason. In other words, that perhaps most of the decisions we consider logic-based are actually nothing more than emotional decisions, cleverly designed by our ever-adapting brains. When it comes to the world of economics,

04
Sep

Should Investors Learn Chinese?

Perhaps the most intellectually honest manner of starting this article would be highlighting the personal choice of the author. And in my case, yes, I have indeed decided to learn Chinese despite the fact that I have made a name for myself as an economist on the Anglo-Saxon scene. My books are selling quite well

02
Sep

Sino-American Business Relationships: From Political Rhetoric to Win-Win Real World Situations

If one were to exclusively believe media outlets with respect to the general state of Sino-American relations, it wouldn’t be the least bit difficult to arrive at the conclusion that we are in an economic war zone situation. However, it is worth noting that sometimes, there are two parallel economic universes: the political dimension on

30
Aug

The (Economic) Future of China and That of the United States: A Few Long-Term Thoughts

When analyzing current China and US-related events, it is easy to succumb to the temptation of focusing exclusively on the past (historic trade volume patterns, GDP growth rates, etc.) and the present (describing whichever issue is currently “hot” or let’s say widely-debated), without giving enough thought to the future, especially longer-term considerations. As such, this

28
Aug

China’s Military Capabilities: From Past Suboptimality to Present-Day Strenght and Future Potential

As a bit of a historical perspective, we would recommend reading our article on China’s military sector before analyzing this one. If possible, it would perhaps be a good idea to also read our article about NATO’s more than complex relationship with China and after reading both, the following conclusion will inevitable emerge: the idea

26
Aug

The Macao (Macau) Special Administrative Region of the People’s Republic of China

Ask one hundred individuals to name the first gambling destination they think of and more likely than not, most of them will think about Las Vegas. Some might mention Monaco, Atlantic City or other destinations but… Macau? Probably not. At least not as far as the average individual is concerned and this is perhaps a

23
Aug

China and the Renminbi in the Context of a Currency Crisis?

On more than one occasion, we have discussed various scenarios which revolve around (potential) developments in China after a financial calamity here at ChinaFund.com. In fact, an entire article has been dedicated to just that. However, these discussions have primarily revolved around a DEFLATIONARY environment, in other words scenarios such as a market crash which