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) […]

Back in 2008, before the global economy blew up, there was a lot of talk about the end of the “China price”. That, as the costs of China rose, firms would move themselves away from China …. to Vietnam, India, Bangladesh, Mexico, etc… and at that time I found the arguments lacking in depth. In […]

So, the word is out.  China is #2， Numero Dos， 第二 … and EVERYONE is talking about it. Some are even saying China will be King of the hill by 2020 Officially word came down with the Japanese Cabinet’s announced their economy put out 1.288 trillion USD, a few points below the 1.337 trillion China […]

I guess it is only fitting that this become one of the last hot questions to be pondered in the public domain these days.  After all, there is a cleantech war underway (which China is winning), there is talk that the world needs to move away from the USD, and the Moody’s of China saw […]

Over the last few weeks, a united front of sorts has begun to develop around the issue of whether or not China has erected a new wall, a wall meant to prevent the penetration of foreign economic interests within China’s domestic market. Consisting of chambers of commerce (American and European), multilateral agencies (WTO and WB), […]

A few weeks back UBS’s ASEAN regional economist Ed Teather put out the piece of research Six questions on ASEAN’s links with China (email me for a copy) looking at trade, investment and policy links between ASEAN and China by working to answer the following the questions: Which countries in ASEAN have the highest export […]

While thumbing through the recent AT Kearney Report (review coming in a few days), I came across the above chart and knew it required its own post given all the chatter about China’s role in the recovery. The quadrant titles – Return of PAX America, New Goldilocks, Great Depression II, and China Saves Capitalism – […]

One of the interesting, and perhaps most debatable, aspects watching the “Road to Recovery” is the fact that so much can be made from a few statistical measures that are typically offered up without much context. It is a situation that lead me to write a piece called Are Trade Statistics the Best Measure for […]