All Roads Lead to China:

A lot of discussion surrounding the recent metals/ materials pricing volatility, and China’s role in driving that volatility. Many of the recent reports I have seen seem to indicate that the purchases (and imports) of raw materials are a good sign, a sign that China’s factories are turning the light back on as a result [...]

Richard Brubaker on China’s Logistics Industry from grubbylens on Vimeo.

Yesterday when the news that HP and Foxconn were tying up for a 3 billion USD investment in Chongqing, I thought to myself “Whoe Did HP’s Due Diligence?”. That with the recent controversy surrounding Foxconn’s labor conditions, and the suicide of a 16 year old within the Apple unit, it seemed like awfully poor timing. [...]

On Monday night, UBS’s Senior Economists Johnathan Anderson and Tao Wang held a call titled Has China Lost Control?. Personally, I was not able to make it, and fortunately for me they released a detailed transcript of the call. The call was broken into four parts (broad overview, bank lending, growth, and Q&A), and each [...]

Following  my post last week  on Shanghai’s aspirations to overtake HK, I was sent Cheng Li’s recent article for China Leadership Monitor Reclaiming the “Head of the Dragon”: Shanghai as China’s Center for International Finance and Shipping (Download here): In March 2009, in the wake of the ongoing global financial crisis, the Chinese central government [...]