Current Affairs

20
Jan

Is China’s Economy a Ponzi Scheme?

Quite a few analysts have voiced concerns that China’s economy is essentially a Ponzi scheme which needs perpetual growth to sustain itself. From the (in)famous South China Morning Post op-ed of Jake Van Der Camp to a wide range of criticism by Kyle Bass and other financial media opinion formers, it has become clear that

15
Jan

Is “Bad Debt” (Only) Piling Up in China?

After the (in)famous Great Recession of 2007-2008, the average observer started paying more and more attention to the banking system. Why? Simply because the Great Recession made it clear that there are visible cracks in the financial system, anything from a quasi-incestuous relationship between the financial system and the banking system to issues pertaining to

06
Jan

Facebook’s Libra Crypto Project from a Chinese Perspective: Will China Play Ball?

Before trying to form an opinion on Facebook’s Libra cryptocurrency project and what it looks like from China’s perspective, we would strongly recommend reading three of our previous articles: First of all, an article through which we have explained why China has a love-hate relationship which is actually quite a bit closer to the “hate”

02
Jan

Does China Hate Blockchain Technology?

In a previous article, we have made it clear that China tends to have a pronounced love/hate (with more of an emphasis on the “hate” dimension) relationship with bitcoin and other cryptocurrencies, primarily due to the fact that cryptocurrencies can represent a capital flight option. In other words, Chinese citizens who want to do anything

01
Jan

Is China a Maturing or Mature Economy/Market?

Only the most recklessly optimistic investors would have assumed that the let’s say pre-2010 economic growth trajectory of China can be maintained indefinitely, with yearly GDP growth rages in the double digits. While such a trajectory was not only possible but downright required back when China was a much poorer nation if the country were

01
Nov

Is China a Multi-Party Country and Do Opposition Forces Exist?

As is the case with quite a few ChinaFund.com articles in particular and China in general, the question which constitutes the title of this post has a complex “yes, but no” answer. In other words yes, China is indeed technically a multi-party country in that the Communist Party of China is not the only one

11
Oct

The Rule of Law in China: “Wild West” or First World Status?

As someone who grew up in Eastern Europe, I’ve witnessed first-hand that simply having comprehensive laws in place is nowhere near enough. If this were the only variable involved in the rule of law equation, China as well as my own country would pass the proverbial test relatively easily. Unfortunately, things tend to be multiple

25
Sep

Navigating Through Propaganda in China… and Elsewhere?

As stated ad nauseam here at ChinaFund.com, investors who are genuinely interested in gaining exposure to Chinese assets have a lot of legwork ahead of them (either that or, of course, working with consultants such as us) if they are serious about generating sustainable results. From understanding the multiple facets of the Chinese economy (something

02
Sep

Sino-American Business Relationships: From Political Rhetoric to Win-Win Real World Situations

If one were to exclusively believe media outlets with respect to the general state of Sino-American relations, it wouldn’t be the least bit difficult to arrive at the conclusion that we are in an economic war zone situation. However, it is worth noting that sometimes, there are two parallel economic universes: the political dimension on

19
Aug

The Chinese Variable in the United States “2020 Elections” Equation?

Like any shrewd negotiator, Donald Trump tries to always display strength but how much of this strength is dissimulated when it comes to the current trade tensions with China? Leaving click-bait headlines and eccentric tweets aside, it doesn’t take more than a healthy dose of common sense to understand that Donald Trump is in a