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

I don’t think it came as a surprise to many that China’s growth figures for the last quarter were going to be low, as the media coverage like As China’s growth rate drops and China’s Growth Slows to Three-Year Low of 7.6% would suggest.  Some are taking the extreme view that China is headed (immediately) […]

I am a big believer in China.  BIG…. but, even I have my limits. Last week while attending a discussion at Three on the Bund, Economist Jeffrey Sachs said that China’s GDP would pass the United States by 2030.  According to him, that would mean that China (currently about the same size as Germay) would […]

Real quickly. Following my post earlier this week on the World Bank’s call on its Quarterly China update, I have been passed the link where readers can go to see the transcript of the call. In reading through the transcript, there are a few questions that I think were quite interesting, and the responses were […]

They both scare me more than Chinese toothpaste. This afternoon while reading through some back stories on the U.S. China Economic and Security Review Commission, I came across an op-ed piece written by Kerri Houston for the Cincinatti Post called China’s business practices threaten jobs here.. and I was shocked. Keep in mind, on the […]

Following a recent post called Is China Export Led, I recently found another paper written by Albert Kiedel of Carnegie Endowment for International Peace, who wraps up his summary of his article China’s Looming Crisis – Inflation Returns (PDF HERE) by saying: U.S. intelligence analysis of this overheating risk should refute the conventional wisdom that […]

UBS Managing Director Jonathan Anderson recently released an excellent report entitled Is China Export-Led? that is a must read. It is one of those documents where everyone will learn something or have a myth busted Part of their Asia focus, Jon and his team have 1-2 reports that come out each week, and this week […]