Macroeconomics

11
May

Does China Have a Government (Public/National) Debt Problem?

Before continuing, we want to make it clear that this article only refers to government debt, also called public debt or national debt. As such: Household debt is not included Corporate debt is not included For more information on the types of debt that are relevant when analyzing a country, we would strongly recommend reading

10
May

China’s Corporate Debt and Recent Default Fears: From Chinese to Global Threat

As mentioned in another article, there are three main types of debt we need to keep in mind when analyzing a country: household debt (mortgages, personal loans, etc.), corporate debt (corporate loans/bonds) and government debt. Ask the average observer what type of debt he/she is least familiar with and, of course, corporate debt will most

09
May

Is China More Indebted Than Western Nations? (Broad) Types of Debt Explained

You might hear one expert state that China is less indebted than Western nations and then a few minutes later, flip the channel and come across another expert who just as confidently states that China is more indebted than Western nations, with the average observer left scratching his head and assuming this issue is just

08
May

China’s Bond Market: Sheer Size vs. Unaddressed (or Improperly Addressed) Issues

As explained rather frequently here on ChinaFund.com, it is difficult to find even one metric based on which China is not dominating. For example, at this point in time, the world’s largest banks are Chinese and on a similar note, China has the world’s number two equity market, let’s not even talk about “the usual

07
May

China and Vietnam Relations: From Millennial Turbulence to Modern-Day Incentives

China and Vietnam have been “in touch” geopolitically since well before many other of today’s nations were even close to being on the map, so let’s just say we can safely check the track record box. Furthermore, their shared border is almost in the 1,300 km zone and as such, there is most definitely enough

06
May

China and Syria: A Key Piece of the Regional Geopolitical Puzzle?

Geopolitical discussions pertaining to Syria tend to primarily revolve around Russia and Iran, with China oftentimes receiving far less attention. A most peculiar state of affairs in light of the fact that China sees Syria as a critical element with respect to its long-term goal of exerting dominance in the Middle East, a region multiple

02
May

Chinese Assets from a Fundamental (Analysis) Perspective

Through a previous article, we have put technical analysis from the perspective of someone who invests in or trades Chinese assets under the microscope. When it comes to the article in question, things have for the most part been fairly straightforward, with you as an investor or trader letting charts (price action, if you will)

27
Apr

Geopolitical and Trade Relations Between China and Saudi Arabia

US – Iran tensions have essentially compelled the ChinaFund.com team to cover China’s relationship with Iran a bit sooner than we would have normally planned to, through an article which we invite you to read by clicking HERE. That being stated, however, your perspective on the current US – Iran situation and China’s interests in

18
Apr

China in a Negative Interest Rate Environment

Some observers like to more or less jokingly point out that we are living, from a monetary perspective at least, in a bit of an economic twilight zone in light of the fact that in terms of (one again, especially monetary) policy, we are most definitely in what can be considered uncharted territory. To put

17
Apr

United States Pre-2020 Stock Market Euphoria from China’s Perspective

For many US stock market observers and especially participants, “panic” seemed to be a term long-forgotten prior to 2020’s developments. Indeed, the days of Mortgage-Backed Securities and other toxic financial products bringing the worldwide (rather than US-only) financial system to its knees seemed to be behind us, with stock markets flirting with all-time highs and