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Current Affairs

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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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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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

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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

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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”

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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

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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

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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

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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

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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

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