All Roads Lead to China: Business News, Analysis, and Insights from China

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 […]

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, […]

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 […]

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 […]

“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 […]

[youtube]http://www.youtube.com/watch?v=_PE5V4Uzobc[/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 […]

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 […]