Our Blog

17
Jun

How Has the Coronavirus Impacted China?

The coronavirus is currently reshaping the world we live in. Odds are that regardless of where you live, you’ve been impacted in some way, shape or form. Even if you haven’t gotten sick, you’ve probably been forced to work from home or quarantine yourself inside your home. A staggeringly large number of individuals have seen

17
Jun

Bernie Sanders from the Perspective of… China?

Whether we are referring to the 2016 election, when Hillary Clinton ended up being chosen as the Democratic Nominee rather than Bernie Sanders or to the 2020 one, where pretty much a repeat occurred, with the mainstream moderate candidate Joe Biden being on the receiving end of advantages brought about not necessarily by his own

16
Jun

Does China Consider Joe Biden a “Desirable” President?

This much is certain: while many Americans are quick to dismiss Joe Biden as yet another “mainstream” candidate who wants to do little more than preserve the status quo due to his let’s say centrist allure (compared to both Donald Trump and Bernie Sanders, two candidates who have made disrupting the system the focal point

15
Jun

Global Deleveraging and Its (Potential) Impact on China

This much needs to be understood right off the bat: for our current (worldwide) economic system to survive, debt-fueled consumption is essential. To put it differently, what we are dealing with on a global scale is a “paradox of thrift” situation, where the global financial system and subsequently global economy would risk grinding to a

14
Jun

China in a Possible Global Supply Chain Complexity Reduction Scenario

Regardless of how you feel with respect to the medical dimension of the coronavirus or, more specifically, covid-19 situation, there is no denying that it has unleashed consequences that are impossible to ignore when it comes to the economic dimension. In light of the fact that the ChinaFund.com team does not consist of epidemiologists or

13
Jun

China in the Context of a (Great) Depression?

Time and time again, analysts are voicing concerns about a potential recession in China, especially in a post-coronavirus framework. For example, scenarios which involve let’s say a one-year economic contraction, with the many consequences this brings about… not just for China but for everyone else as well, in the context of a deeply interconnected economy

12
Jun

Just How Serious Would a Recession Scenario Be for China… and Everyone Else?

The economic landscape is pretty much always dominated by a wide range of controversial topics and among them, a popular one tends to be that of recessions, with two broad sides being relatively easily identifiable. On the one hand, there are those who consider recessions bitter but necessary medicine (Austrian Economists, for example) and believe

11
Jun

Is the Trade War Good or Bad for China?

The trade war between the United States and China seemed to be all you heard about in 2018 and the beginning of 2019. Although it has taken a backseat to several more pressing issues that have come up recently, this figurative war is still raging. As a trade war between the world’s two largest economies

11
Jun

Chinese Asset Price Correlation… or (Hopefully) Lack Thereof

Perhaps the main goal of an individual or organization when it comes to putting together a balanced portfolio that is robust enough to withstand a wide range of shocks needs to revolve around not making the mistake of being a proverbial one trick pony by exclusively having exposure to assets that are highly correlated. To

10
Jun

China’s Economic Growth Projection (5-10 years)

If you’ve been living in the U.S. for the past 10-20 years and keep up with the economy then chances are that China has come up in the conversation quite a bit. China is oftentimes considered the elephant in the room because they’ve been on an economic tear over the past several decades to rival