Posts Tagged ‘economics’

Reimagining China’s Cities

Friday, November 15, 2013 7:22 No Comments

Regardless of whether or not you are a regular reader of China Dialogue, the recently released Reimagining China’s Cities is a MUST READ. At 411 pages (200 English / 200 Chinese), this is report has brought together dozens of experts (foreign and Chinese) on their thought about where China is headed, and the corrections that […]

This was posted under category: The Big Picture Tags: , , ,

China’s Global Foodprint. Anyone Else See a Problem?

Sunday, October 27, 2013 5:09 4 Comments

While recently reviewing some notes on China’s growing foodprint, I came across a presentation written by Daron Hoffman (formerly of Rabobank) that contained a chart that I think highlights the size of China’s effect on the world food market. It is a graphic that I think deserves serious thought as: (1) Ghis represents China today, […]

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Japanese Firms look to Diversify Away from China.

Monday, September 24, 2012 6:21 No Comments

When you piss China off, its people never forget. Ever. And the past few weeks have been a testament to that fact. What has been interesting for me is the impact that the nationalistic side of China, which has deep roots and a long standing conflict with China, is in direct conflict with the pragmatic […]

This was posted under category: Invest in China, The Big Picture Tags: , , ,

China Slows Down

Monday, September 10, 2012 5:27 No Comments

Given the fact that I had several emails from the large investment banks with their analysis on today’s numbers, I guess it is hard to say that there was any surprise in the data that was released. Which, if we were all in limitless growth anonymous would be stage two.  Accepting there are limits to […]

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When the Truth Hurts, Make it More Difficult to Find

Wednesday, August 8, 2012 4:37 No Comments

“I want to tell everyone that they are wrong, our data is independently verified and it all matches up” – Sheng Laiyun, spokesman of the national bureau of statistics Nobody likes to hear bad news, and in China where local officials have a long and storied history of hiding the truth and there are more […]

This was posted under category: Going to Market, Invest in China, The Big Picture Tags: , , , ,

If The US Wants to Reshore Manufacturing Jobs, It May Want to Start Acting Like it.

Monday, February 6, 2012 4:02 2 Comments

[youtube][/youtube] Research anything related to China and US jobs, and you are bound to come across some heated posts about China… and some celebrities punting “MAde in America”.. i.e. buy American brands, but not necessarily American manufacturing (i.e jobs) One of the more entertaining articles I  came across called  47 Signs That China Is Absolutely […]

This was posted under category: From the Factory Floor, Uncategorized Tags: , , , , ,

Would You Short China?

Monday, January 18, 2010 5:43 12 Comments

One of the more interesting discussions I had last week was surrounding how one (a firm or an individual) could position themselves against China in the markets. That, if one believed, China’s economy was in a bubble – and that the bubble was going to pop – how would one position themselves favorably. It was […]

This was posted under category: From the Factory Floor, Invest in China, The Big Picture, Uncategorized Tags: , ,