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Entries Tagged as 'China'

What Does The U.S. Want From China?

September 14th, 2018 · No Comments

The US government wants the Chinese to respect US intellectual property and a lower bilateral trade deficit. Unleashing a trade war isn’t likely to bring these goals closer, in fact it could very well result in the opposite. It risks doing great damage to the US and world economy and denies the considerable progress China […]

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Tags: China · Trade

Crisis In China?

July 25th, 2018 · Comments Off on Crisis In China?

The Chinese economy is already slowing down, its stock market is crashing, its currency sinking and authorities are cracking down on leverage. And on top of that the US has imposed tariffs on some Chinese exports and is threatening to greatly escalate this program. Given the capital flight and the stock market crash, one is […]

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Tags: China

A Chinese Lost Decade?

December 25th, 2017 · Comments Off on A Chinese Lost Decade?

The Chinese economy is facing three secular headwinds that conspire to slow its economic growth considerably. Demographics are turning from a tailwind to a headwind and diminishing returns of the credit led boom have already set in. The necessary deleveraging process isn’t likely to produce a financial implosion, but it will slow growth significantly and […]

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Tags: China

What China Can Teach Us About Economic Growth

November 27th, 2017 · Comments Off on What China Can Teach Us About Economic Growth

After the enactment of US tax cuts supposedly comes infrastructure spending. As experiences go, the latter is likely to be a bigger booster for economic growth. While the US economy actually doesn’t need any kind of stimulus right now, it does need better infrastructure. These plans would have been much better half a decade ago […]

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Tags: China · Economic Policy

How To Navigate These Dangerous Markets | Seeking Alpha

January 24th, 2016 · Comments Off on How To Navigate These Dangerous Markets | Seeking Alpha

The markets are extremely dangerous territory right now. It is all about China: The risks of a substantial yuan devaluation are considerable, but not necessarily imminent. This means that the risks are large, but medium-term. We provide some pointers regarding what to look out for as you navigate the markets. Source: How To Navigate These […]

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Tags: China · The Markets

Epic Chinese credit bubble

June 17th, 2013 · Comments Off on Epic Chinese credit bubble

Overall credit has jumped from $9 trillion to $23 trillion since the Lehman crisis. “They have replicated the entire US commercial banking system in five years,” she said. Chinese credit bubble reaching dangerous levels

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Tags: China

Chinese economy rebalancing

June 4th, 2013 · Comments Off on Chinese economy rebalancing

These challenges can be distilled into one statistic: household consumption accounts for only around 38 percent of China’s gross domestic product. via Chinese economy rebalancing.

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Tags: China

The poison out of China

April 14th, 2013 · Comments Off on The poison out of China

According to the World Bank, only one percent of China’s 560 million urban residents breathe air considered safe by EU standards. via The poison out of China.

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Tags: China · Environment

China – Rising Or Falling?

September 16th, 2012 · Comments Off on China – Rising Or Falling?

Important consequences..

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Tags: China

Chinese solar companies dominate on massive Chinese stimulus

July 5th, 2012 · Comments Off on Chinese solar companies dominate on massive Chinese stimulus

China is five-folding it’s domestic solar market in 2015, guess who the winners will be..

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Tags: Alternative energy · China · Solar sector