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    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

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    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,

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    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

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    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

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    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

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    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

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    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

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    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

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    21
    Aug

    Is China a NATO Concern That Dwarfs Russia?

    When it comes to NATO’s geopolitical risk assessment framework with respect to Russia, it’s ultimately all a matter of reconciling the fact that Russia does indeed possess deadly military capabilities (especially its nuclear arsenal, large enough to wipe out all life many times over) with the economic reality that Russia has a GDP between that

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    19
    Aug

    The Chinese Variable in the United States “2020 Elections” Equation?

    Like any shrewd negotiator, Donald Trump tries to always display strength but how much of this strength is dissimulated when it comes to the current trade tensions with China? Leaving click-bait headlines and eccentric tweets aside, it doesn’t take more than a healthy dose of common sense to understand that Donald Trump is in a

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