On the recommendation of a loyal reader, I just listened to Jing Ulrich talk about China’s economy over at China Money Podcast. Ms. Ulrich heads up Global Markets at J.P. Morgan and I definitely put her on the very short list of those discussing China’s economy who actually know whereof they speak. If you want… Continue Reading
Tag Archives: China’s economy
China’s Economy: Anecdotes Are Sometimes The Best Antidote.
Posted in China BusinessOne of the things I love to ask people wherever I go (and yes, cabdrivers especially) is how’s business? How’s the economy. I am constantly asking my clients that as well and most of them (no matter what the country, about which I am asking) are saying “it’s okay.” Not great, but not all that… Continue Reading
Should China Kill The Electric Car? A Study in Capital Misallocation.
Posted in China BusinessI know I have been writing too much lately regarding China’s economy and I know that much of what I have written has been negative. But I have to tell you that I am starting to see all sorts of fissures breaking out in China’s economy and they are scaring the hell out of me…. Continue Reading
What Reasonable People Say About China’s Economy.
Posted in China BusinessJust saw this quote on China’s economy and liked it so much, I’m going with it: “The reasonable bulls and bears among us agree on most of the facts,” Northwestern’s Shih said. “But at the end of the day, we disagree on the Chinese government’s ability to make tough changes.” It’s from an LA Times… Continue Reading
China. Smells Like 2008, Gloom And Doom Edition.
Posted in China BusinessI know nobody wants to hear this and I know this is going to cause me to get hate mail from those whose livelihoods are tied in to China’s continuing to boom, but I am seeing all sorts of bad news on the horizon with respect to China’s economy. A client meeting yesterday was the… Continue Reading
China’s Economy. How Much Do We Really Know?
Posted in China BusinessHad lunch yesterday with Benjamin Shobert. Benjamin is very intellectual and very knowledgeable about China. At some point during our lunch, he talked of recently having attended a China cleantech conference at which the participants talked of how China is THE place for developing cleantech because, among other reasons, it is so heavily supported by… Continue Reading
China’s 12th Five Year Plan. A Necessary Revisiting. Part I.
Posted in China BusinessCo-blogger Steve Dickinson yesterday spoke at the Chengdu AmCham on China’s 12th Five Year Plan and he will be speaking on that again on April 14 at the Swedish Chamber in Beijing. Though Steve has already written a few posts on here regarding the plan, this one is an important update because it discusses how the… Continue Reading
China’s Economic Future. By The Numbers.
Posted in China BusinessI tend to put very little stock in economist’s predictions and I tend to put even less stock in economist’s predictions on China (and even less still on non-economists prognosticating on China’s economy as though their doing business there all of a sudden makes them an economist). Though I find the predictions to be of… Continue Reading
China Versus India. How To Always “Win” The Argument.
Posted in China BusinessiLook China has a post up comparing China’s economic future with India’s. The post focuses on the recent Economist cover story positing that India’s economy will soon out-pace China’s. I never read that article because I find articles like that somewhat silly. Economists have trouble predicting two years out, much less ten or twenty. The… Continue Reading
The Re-balancing of China’s Economy. An Expert Perspective.
Posted in China Business, Recommended ReadingI am always getting asked deep questions regarding China’s economy and I almost always demur because I am not an economist. But is China experiencing a bubble, people always want to know? Based on my experience of having been intimately involved (from the legal side) with two bubbles (the dot.com and the real estate bubble), my… Continue Reading
Chinese Yuan Rising? — But What About China?
Posted in China BusinessToday’s Wall Street Journal has an interesting article on the Chinese Yuan, entitled, “Has China’s Yuan Tinkering Changed the Global Economy?” The article is in the form of a back and forth exchange between two leading economists, Nouriel Roubini and David Altig: Roubini is a professor of economics at the Stern School of Business and… Continue Reading
Capitalism/Socialism With Chinese Characteristics — A Reporter’s Notebook
Posted in China Business, EventsA few weeks ago, I received an e-mail from Doug Berman, a second year law student at Indiana University School of Law, who speaks Mandarin and will be interning in China this summer. I met Doug a year and a half ago when I was at IU’s law school lecturing as an international law “practitioner… Continue Reading
Why China Won’t Slow Down
Posted in China BusinessHoward French, a senior writer for the New York Times has a great blog called A Glimpse of the World. The blog focuses mostly on Africa — French formerly taught at the University of the Ivory Coast and he started his journalism career as an Africa writer — but it also sometimes talks about other… Continue Reading
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