Economic Sectors

08
Jul

Why Are Esports Finally on Everyone’s Radar in China?

As mentioned in the article we have dedicated to China’s gaming sector, the authorities tend to have a bit of a love-hate relationship with gaming in general, from encouraging domestic companies and being pleased with the impressive revenue as well as YOY growth rate of the space to manifesting concern with respect to the potential

05
Jul

Is China’s Medical System Pandemic-Proof?

It makes perfect sense to put the Chinese medical system under the proverbial microscope with a clear or at least clearer head, now that the proper context for “digesting” the lessons we have (hopefully) learned after the Covid-19 crisis presents itself. Please note that this article will refer almost exclusively to what the Covid-19 pandemic

03
Jul

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Is China Likely to Deal with an Economic or Financial Crisis? What About Other Economies?

Those who compare the 2020 situation to let’s say the Great Recession, in our opinion at least, oftentimes fail to understand the fundamental difference between an economic crisis that affects industry after industry in a meaningful manner and a financial crisis which came as a result of Wall Street recklessness correlated with consumer greed and

23
Jun

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The (Potential) Effects of Covid-19 Panic on the Chinese Economy

As mentioned on other occasions, our expertise pertains to matters of economics and as such, we will not formulate opinions when it comes to the medical dimension. What we will (try to) make clear, however, is that the economic dimension is also worthy of our attention, especially in light of the arguably unprecedented fiscal stimulus

21
Jun

Internet Security In China And How It Impacts U.S. Companies

Internet security in China is drastically different than in the United States. The two cultures have very different ideas of what is and isn’t allowed. This can create a lot of issues for American companies that want to do business in China (especially those which deal with technology or the internet). As an investor, it’s

19
Jun

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13 of the Most Recent Chinese IPOs

One of the most exciting places to start investing is when a company is first made available for the general public. This is especially true for Chinese companies because it will be the first time that these companies are open to foreign investors. If you’re considering investing in China, it’s definitely worth checking out some

18
Jun

US Companies With a Large Presence in China

The United States and Chinese economies are becoming so intertwined with each other that it can be difficult to know where one begins and the other ends. U.S. companies have long enjoyed the cheap cost of manufacturing goods in China as well as the various opportunities associated with catering to the needs of 1.4 billion

17
May

Cartels in China: From Laws to Real-World Enforcement

From a strictly game theory perspective, it should come as no surprise that bypassing competition and forming cartels represents an attractive option for business owners. Why? Simply because the idea that capitalism favors business owners exclusively tends to be a bit of a myth, with those perpetuating it willfully ignoring the fact that realistically speaking,

14
May

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Trying to Understand China’s Ever-Enigmatic Local Government Debt (LGD) and Local Government Financing Vehicles (LGFV)

Few topics generate more confusion than the local government debt (or) LGD one, in light of the fact that bookkeeping has been horrendous to such a degree that… well, pretty much nobody can clearly state how much debt we are even talking about, with estimates ranging from 35% to 60% of China’s GDP. At its

13
May

Household Debt in China: A Misunderstood and Underestimated Risk Factor?

We have dedicated an article to explaining what the three main types of debt are when it comes to China, an article to the elephant in the room which is the corporate debt dimension and another article to public debt, which is a boogeyman for countries such as Japan (with its public debt to GDP