Macroeconomics

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

14
Jan

(Why) Does China Devalue Its Currency?

It is difficult to think of a field more affected by hypocrisy than economics and in the spirit of just that, we are convinced most readers are well aware of the fact that China tends to be portrayed as the “monetary bad guy” for devaluing its currency, with many Western counterparts (from government officials to

13
Jan

Financial Panic(s) in China: Systemic Risk or Tradeable Opportunity?

Whether we are referring to “maturing” jurisdictions such as China or mature ones such as various Western jurisdictions, it is a quasi-axiomatic statement that one cannot have a man-made financial system without occasional financial panics. From bank depositors who are standing in line in a desperate attempt to withdraw while they still can to investors

10
Jan

Volatility in China: Deal Breaker, Necessary Evil or Opportunity?

Whether we are referring to anything from asset prices to the legislative dimension, volatility is most definitely something one cannot ignore in China, more so than in more mature Western jurisdictions. Some investors choose to stay away from China altogether for this very reason (in other words, volatility represents a deal breaker) As far as

25
Dec

(How) Can Bank Runs Occur in China?

As peculiar as it may seem, many analysts believe that one of the “perks” associated with authoritarian governance is represented by the fact that one can “have everything under control” when it comes to the main follies of capitalism: excessive greed, excessive fear, manic-depressive behavior which leads to anything from irrational exuberance on the way

23
Dec

Could China Collapse? A Socio-Politico-Economic Perspective

“Yes, thank you for reading” would be a superficially straightforward answer. Here at ChinaFund.com, however, those of you who are not first-time readers are most likely well aware of the fact that we pride ourselves in digging deep. And in precisely that spirit, we want to make it perfectly clear right from the beginning that

20
Dec

The Lancang-Mekong Cooperation (LMC): Why Investors Should Pay Attention

We have covered geopolitical entities with a broader scope here on ChinaFund.com (the ASEAN, that you can read about by clicking HERE, and the even broader APEC, analyzed through an article you can access by clicking HERE) and it should be obvious why those are relevant to the average China-oriented investor. What about “narrower” ones

09
Dec

China and the Asia-Pacific Economic Cooperation (APEC) Forum in a Nutshell

In a previous article, we’ve put the Association of Southeast Asian Nations (ASEAN) under the microscope and while it cannot be considered a 100% homogeneous entity, it is… well, homogeneous enough to make analyzing it relatively straightforward. The same cannot be said about the Asia-Pacific Economic Cooperation, established back in 1989 so as to nurture

06
Dec

China and Latin America: Infrastructure Investments, Sustainability Concerns and the US Variable

We have covered the trade relationships between China and various entities here on ChinaFund.com extensively, but Latin America has been for the most part ignored (other than the fact that Brazil was put under the microscope through our BRICS article). Through this article, it’s time to put an end to that and tackle one of

04
Dec

China and Singapore: From “Third China” Concerns to Pragmatic Friendship

Right from the beginning, it is worth pointing out that Singapore has always done its best to avoid being labeled as the “Third China” (with the other two being, of course, the People’s Republic of China and the Republic of China – Taiwan) in light of the fact that three of four Singapore citizens are