China Growth

08
Jul

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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

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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

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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

24
Jun

Macroeconomic Outlook, Opportunities and Challenges for China

Macroeconomics is yet another instance where phrases which revolve around the fact that the only constant is change are relevant. Times change, variables change, people change and macroeconomic trends cannot help but keep up. As such, it makes sense to keep the most important macroeconomic realities of the present in mind and be on the

22
Jun

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China’s Housing Market Fascinations: From Culture to Human Nature

Even in the West, people have a let’s call it special relationship with real estate than with other asset classes. Since we’re talking about an investment you cannot help but be exposed to on a daily basis (since you… well, live there), it should come as no surprise that a wide range of emotion-driven behaviors

15
Jun

Making Sense of China’s True Growth Potential?

There are perhaps three main aspects which make some analysts believe China doesn’t have all that much growth potential anymore: China currently has a very high nominal GDP (90 trillion Yuan for 2018, roughly $13 trillion), so how much room can there possibly be to continue not just growing but also outperforming other nations? As