China Growth

23
Jun

The (Potential) Effects of Covid-19 Panic on the Chinese Economy

As mentioned on other occasions, our expertise pertains to matters of economics and as such, we will not formulate opinions when it comes to the medical dimension. What we will (try to) make clear, however, is that the economic dimension is also worthy of our attention, especially in light of the arguably unprecedented fiscal stimulus

20
Jun

“Organic Growth” of Chinese Assets?

One of the most over-used terms in the world of trading and/or investment is most definitely the “organic growth” one, especially in light of the fact that it tends to be used in a very… let’s call it self-serving manner. Before continuing, it is worth pointing out yet again that to be a successful investor/trader

18
Jun

US Companies With a Large Presence in China

The United States and Chinese economies are becoming so intertwined with each other that it can be difficult to know where one begins and the other ends. U.S. companies have long enjoyed the cheap cost of manufacturing goods in China as well as the various opportunities associated with catering to the needs of 1.4 billion

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

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

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

07
Jun

Hard and Soft Landing Scenarios for China in the Context of Unprecedented Economic Interconnectedness

If we eliminate the time dimension from the equation, it isn’t the least bit difficult to state (in a quasi-axiomatic manner), that whenever there are imbalances when it comes to a certain nation, the market will ultimately figure out a way to re-establish balance. For example, if a country is overly indebted, the market will

06
Jun

What the Market Capitalization (Market Cap) of Chinese Assets Does and (Especially) Doesn’t Tell Us

Time and time again, the market capitalization of a certain asset (from stocks to cryptocurrencies) is used as a (somewhat) misleading selling point by those interested in painting a bullish/optimistic narrative and the exact same principle is valid when it comes to Chinese assets. To put it differently, commentators interested in pushing a bullish narrative

04
Jun

Marxism-Leninism in China: Foundation or Ideological Ballast?

In light of the fact that the very first ideology of the Communist Party of China was Marxism-Leninism, many less than thorough investors make the mistake of believing that today’s China is run in the spirit of the ideology in question. Is that true? To put it differently, is socialism with Chinese characteristics perfectly in

Chinese man with mask looking at his phone.
27
May

Here Are 7 Ways You Need to Know That China’s Economy Is Changing with COVID-19

Over six months after China detected the first cases of the novel coronavirus, the world remains embroiled in this pandemic. So far, China has fared reasonably well, having comparatively few deaths and an astonishingly low number of cases (although, there are some in the Western intelligence communities that have questioned these numbers). Regardless of what