What If China’s Economy Stagnates? Economic Stagnation Scenarios Explored

Many investors are so accustomed to the idea that China’s economy has been “hot” (impressive YOY GDP growth rates, for example) for decades that they find the very idea that it might eventually stagnate apocalyptic. Would scenarios involving economic stagnation be catastrophic for China? Perhaps, but not necessarily. To be more precise, it would be


Can (Chinese) Asset Prices Be Manipulated?

Whether we are referring to low-liquidity markets such as cryptocurrencies, more liquid ones such as certain Chinese assets and even ultra-liquid markets like the S&P 500 or foreign exchange pairs, discussions or better stated controversies surrounding the manipulation of the asset(s) in question abound, usually manipulation involving either one extremely well-funded entity (or “whale”) or


The Flight from (Over-)Regulation to and From China?

Time and time again, public discourse ends up being dominated by headlines revolving around government intervention, more specifically what is expected by the government when it comes to a wide range of public interest topics. For example: What should governments do to tackle global warming? What should governments do to tackle inequality? What should governments


China’s Relationship with Afghanistan, Iraq and Other Volatile Nations in the Context of US-Iran Tensions

This much is certain: after 9/11, the United States has embarked on a very aggressive geopolitical journey, one with a remarkably high price tag attached to it, a price which did result in geopolitical benefits but… well, highly volatile ones. For the most part, these benefits revolve around the dominance of the petrodollar or, to


The Chinese Implications of Qasem Soleimani’s Death: Geopolitical Black Swan Event?

On more than one occasion here at, we have made it clear that while let’s call it linear (economic) threat analysis certainly has its merits and while there is absolutely nothing wrong with looking at the most obvious threats, black swan events deserve our attention as well and Qasem Soleimani’s death is an example


China’s Ambivalent Relationship with Western Tech Giants: Google, Amazon, etc.

In the proverbial West, it is difficult to envision an Internet landscape which isn’t dominated by Google, Amazon and other Western behemoths, behemoths which have been fortifying their positions for so long that it is difficult to the point of impossible for their supremacy to be meaningfully threatened by newcomers. For example, in a heavily


(Why) Is China the Top Beneficiary of Globalization?

Frustrations surrounding an alleged “free ride” that certain countries have been getting as a result of globalization have been building up in the proverbial West for quite a while, with the year 2016 being perhaps a textbook example to that effect in light of two events which have both proven that a significant segment of


Gambling in China? Demand, Legislative Landscape and Solutions

Yes, gambling is illegal in China and technically speaking, any form of gambling has been outlawed since the Communist Party of China took over back in 1949. As such, at this point in time, anything from playing poker among friends with anything other than “make-pretend” money to gambling online is prohibited and punishable by law.


(Neo)Authoritarianism in China: The Past, Present and Future of Authoritarian Rule

Much can be said about China’s economic system, about socialism with Chinese characteristics and its many common denominators when comparing it to both capitalism and socialism. Some economists praise China for being more market-oriented than let’s say many European nations in some respects, others claim the exact opposite. Let’s just say that few things are


Discrimination in China: Systemic Issue, Granular Problem… or Both?

Here at, we have rather frequently presented studies and metrics (pertaining to freedom of speech, for example) which make it clear that China isn’t exactly the most politically correct nation in the world. While our team firmly believes that generation-defining investment opportunities lie ahead in China, we just as firmly believe in being straightforward