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Controversies

29
Feb

Hyperinflation in China: Legitimate Threat or Unrealistic Scenario?

Hyperinflation represents one of the scenarios which makes investors tremble, with individuals imagining themselves pushing wheelbarrows full of paper currency to buy a loaf of bread. Scenes from Zimbabwe begin flooding their minds, with its (in)famous one hundred trillion dollar note or from Germany, with one US dollar going from being worth 4.2 marks prior

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26
Feb

Moral Hazard: Is China at Risk?

We usually come across the term “moral hazard” when discussing situations pertaining to the Western financial system, especially after the Great Recession of 2007-2008 (click HERE for an article through which we analyze its effects on China). Perhaps the most textbook example revolves around the morally corrupt bonus mechanism bankers had. On the one hand,

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19
Feb

Will (or Can) China Become a Democracy?

Those familiar with “all things China” and especially loyal ChinaFund.com readers have undoubtedly realized that a lot of things have either changed or are in the process of changing over in China. Whether we are talking about a transition from production and export-led economic growth to a consumption-oriented one or to cultural aspects such as

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12
Feb

(More or Less Perceived) Chinese Double Standards and Ambivalence?

When embracing a new jurisdiction such as China as an investor, it is without a doubt important to wrap your head around a wide range of new let’s call it jargon: administrative regions, industry-specific particularities, you name it. However, while it is without a doubt important to understand the words that are being used, it’s

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31
Jan

(Financial) Predictions About China: Misleading Marketing Gimmicks vs. Meaningful Metrics

One of the main drawbacks associated with being an economist is represented by the fact that most individuals believe they know exactly what you do for a living (perhaps even that they could do it better, but that is an entirely different discussion) and when you ask them what that is, they present an extremely

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29
Jan

Stereotypes in China and How They (Might) Affect Portfolios

Before getting started, it is vital to remind investors not to (over-)judge themselves for falling victim to the human nature-induced tendency of stereotyping. As toxic as that behavior frequently proves to be in today’s society, it is excusable to a certain degree due to being an integral part of who we are for obvious evolutionary

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27
Jan

Freedom of Speech (or Lack Thereof) in China: Why Should Investors Care?

As explained through previous articles, a perspective backed by data from prestigious international organizations, China is severely lacking in the let’s say human rights department. Freedom of speech represents the most obvious example to that effect, so it would be downright juvenile to attempt an analysis of a seriously-asked “Does China have a freedom of

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23
Jan

(Why) Are Western Media Outlets Biased Against China?

Without the “why” in parenthesis, this article would be remarkably short. One word, to be more precise: yes. However, by limiting ourselves to merely stating the (blatantly) obvious, we would be missing out on vital layers of nuance which add much-needed context to this entire debate. In the absence of said context, we would end

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22
Jan

(How) Does China Control Media Outlets?

The many contradictions which lie at the very core of media outlets are nothing short of fascinating. On the one hand, these media outlets (mainstream media as well as alternative media) are very effective at shaping the opinion of the average content consumer. Many outlets, when reaching out to me with interview requests or other

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