China Growth

10
Jul

China’s Agriculture Sector: Past, Present and Future

You can say a lot about the development of a nation by analyzing its agriculture sector, more specifically the percentage of its GDP represented by agriculture. In China’s case, the fact that agriculture went from representing roughly 50% of China’s GDP prior to Deng Xiaoping’s 1978 reforms to less than 10% at this point, with

09
Jul

Making Sense of China’s Government Debt Sustainability (or Lack Thereof)

According to the most recent IMF data that is available (their April 2019 World Economic Outlook dataset), the general government gross debt of China as a percentage of its GDP is 55.4%, which seems remarkably low if you compare it to many of the world’s most developed nations. In fact, China’s gross debt to GDP

08
Jul

The Great Recession (Global Financial Crisis) of 2007-2008 and Its Effect on China

The Great Recession (or Global Financial Crisis, if you prefer this terminology) of 2007-2008 (in)famously had its origins in the United States. More specifically, everyone went crazy when it came to real estate in the US: the average consumer bought more than he could afford to by taking advantage of the easily available mortgage packages,

08
Jul

China’s Tech Industry: From Copy/Paste to Innovation

It’s not exactly a secret that the early days of China’s tech industry, just like the early days of pretty much all of its other sectors, revolved around let’s say “importing” technology if we were to be elegant, whereas others (especially US entities) would most likely choose more blunt terminology. In other words, something which

07
Jul

China’s (Un)Employment Situation: Past Performance, Current Numbers and Future Challenges

As the structure of China’s economy changes, moving toward Western trends that are indicative of a maturing market, the labor dynamics inevitably go through changes as well and as someone who is either holding Chinese assets or interested in gaining some exposure, it’s important to stay on top of these developments. First and foremost, one

06
Jul

Short Term vs. Long Term Investing in China

Far too many investors make the mistake of believing that just because a certain asset, asset class or even jurisdiction is “hot” or let’s say has had a remarkable track record (as is the case with China), it automatically means that everything you touch will turn to gold right away. Unfortunately for them, such beliefs

05
Jul

Is China Still an “Emerging” or “Developing” Country?

Whenever there is a lot of money involved, even aspects such as national pride become less important and the issue of whether or not China should be considered an “emerging” or “developing” country is perhaps a textbook example. Think of it as Asian “Realpolitik” or, in other words, China’s way of trying to get the

01
Jul

China During the Mao Zedong Era

If one had to describe Mao Zedong using just two words, “the ideologue” would most likely be the number one choice… with pros but unfortunately also cons deriving from his strongly ideology-driven approach to ruling China. To put things into perspective, Mao Zedong’s attitude when Nikita Khrushchev came to power in the USSR (following Stalin’s

01
Jul

Reforms in China: A Quick Timeline

There are quite a few articles about reforms or articles about other topics but which mention one reform or another here on ChinaFund.com. For the sake of clarity and seeing the big picture, it would perhaps be wise to glance over a quick timeline when it comes to significant events/reforms in China. While by no

25
Jun

Is China Overrated or Underrated?

The short answer is… well, yes! To elaborate, it’s important to understand that people always love picking sides, picking a proverbial team that they stand behind. And investors are… you’ve guessed it, people. As such, they tend to see things as either black or white, with little to no room for grey areas. China has