Macroeconomics

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

12
Apr

Putting the “B” in BRICS: China and Brazil

Brazil-China relations can be tracked all the way back to 1812 but ended up being frozen in 1949, once the People’s Republic of China was created, as was the case with other nations as well. However, approximately a quarter of a century later, they were re-established, with Brazil opening an embassy in Beijing and China

11
Apr

China and South Africa: A Strategic Comprehensive Partnership

It is about time to give a fair bit of attention to the economic and geopolitical relations between China and South Africa. After all, we have covered the China – BRICS dimension through a dedicated article on the one hand and on the other hand, we have also analyzed the relationship between China and two

30
Mar

What If China’s Economy Stagnates? Economic Stagnation Scenarios Explored

Many investors are so accustomed to the idea that China’s economy has been “hot” (impressive YOY GDP growth rates, for example) for decades that they find the very idea that it might eventually stagnate apocalyptic. Would scenarios involving economic stagnation be catastrophic for China? Perhaps, but not necessarily. To be more precise, it would be