Trends in China

01
Jul

Are Chinese Asset Investors Ready for an “Aggressive Fiscal Stimulus” Paradigm?

In this author’s opinion, at least, economists are underestimating the fiscal stimulus “demands” the market is making, especially in light of the fact that the let us call them ammunition levels of central banks have seen better days. Gone are the days when for example the United States criticized China for weakening its currency so

24
Jun

China in a Post-Pandemic Geopolitical Framework: Global Solidarity vs. Isolationism

Something as devastating as a pandemic inevitably brings about economic consequences that can be remarkably difficult to identify… at least at the beginning. To make matters worse, the covid-19 pandemic also made “globalized” supply chain weaknesses as well as over-optimization (for example, business models which revolve around “production on demand” rather than expensive and logistically

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

16
Apr

Diminishing Returns in China… and the West?

We aren’t going to refer to “diminishing returns” in the microeconomic sense (as a decrease in the marginal output correlated with an incremental increase of a single factor of production) but rather in a broader manner, by taking a look at just how much of an increase in credit-fueled firepower is necessary to maintain economic

06
Apr

China and the Gig Economy: Economic Growth 2.0 or Ideological Incongruence?

A lot of observers make the mistake of assuming that the gig economy is an exclusively Western trend in light of the fact that it seems to align so well with Western values. It is decentralized rather than centralized, it encourages freelancers to compete with one another within whichever platform they are using, it is

01
Apr

Will China Always Be Commodity-Hungry? Commodities from a Chinese Perspective

It is pretty much impossible to be a commodity trader or otherwise in the commodity business without having a firm grasp on “all things China” for the simple reason that Chinese demand has been the number one variable in the commodity equation for an extended period of time. Entire commodity-oriented business models have been built

25
Mar

The Flight from (Over-)Regulation to and From China?

Time and time again, public discourse ends up being dominated by headlines revolving around government intervention, more specifically what is expected by the government when it comes to a wide range of public interest topics. For example: What should governments do to tackle global warming? What should governments do to tackle inequality? What should governments

17
Mar

The United States – Iran (Economic and Military) Conflict from the Perspective of China

Please note that that this article refers strictly to the recent US – Iran conflict, a conflict which followed the assassination of Quasem Soleimani. Before getting started, it would be recommended to familiarize yourself with the economic relationship between the China and the United States on the one hand (covered through a dedicated ChinaFund article

14
Mar

A Chinese Perspective on Peer-to-Peer (P2P) Technology

We have written our fair share of articles that pertain to blockchain technology or individual sectors of the blockchain world here on ChinaFund.com: An article on China’s love/hate relationship with individual cryptocurrencies (bitcoin and the thousands of altcoins that exist), which can be accessed by clicking HERE An article on China’s far better relationship with

10
Mar

The Traditional Chinese Medicine (TCM)… Industry?

In its journey toward (economic) world domination, China needs any edge it can get and in the eyes of the Beijing authorities, Traditional Chinese Medicine (TCM) represents just that: something China-specific that can be used as an economic growth engine. For the sake of clarity, please note that this is not a medical article and