Not a day goes by without talk and commentary about China’s debt situation. Yesterday, it was Société Générale’s Yao Wei sounding the alarm bell, this...
Why Did Baidu Choose Profits Over Morality?
Morality and conscience cannot be bought and sold on the market like a commodity, and at the same time, properly functioning market economies must be... Read more
Chinese Currency Moves Signals Trouble Ahead
After the market fireworks at the beginning of the year, things started to quiet down at the end of February right after the G20 meeting... Read more
Mao Yushi: China’s SOEs Are Termites, Eating Away the Country’s Wealth
Domestic consumption in China is low because very little wealth trickles to the vast majority of people. Most wealth flows to the government. The government... Read more
Apple’s $1B Didi Bet Reveals Its Car, China Ambitions
On the surface, Apple’s $1 billion investment in Chinese ride-sharing company Didi Chuxing makes little sense. Apple typically doesn’t invest in startup companies, preferring to... Read more
China’s Automotive Troubles
After years of double-digit growth, China’s automobile market is slowing. According to a new study by McKinsey, the world’s largest auto market will grow only 5... Read more
Chinese Stocks Crash, but It Isn’t the Bad Trade Data
Compared to the first few trading days of the year, when the Shanghai Composite lost more than 5 percent per day, the three percent loss... Read more
Why China’s Debt Crisis Will Differ From Japan’s
International financial and investment analysts have been keeping a close watch on China’s debt crisis. The most pessimistic view, based on large amounts of technical... Read more
China’s and Tesla’s Hunger for Lithium Drives a Price Surge
Deep in the Atacama Desert of Chile, chemical company SQM pumps saline brine from underground reservoirs into hundreds of giant rectangular pools. As the brine... Read more
China’s Economy: Is There Something We Are Missing ?
On the surface, things are quite straight forward: China has been growing fast thanks to a historic expansion in debt and recently failed to transition... Read more
Chinese Tech Firm Buys Yahoo’s Land in Silicon Valley
Yahoo! reached a deal to sell a 48.6-acre corporate site in California to the Chinese technology firm LeEco, according to the reports by Silicon Valley Business Journal... Read more
Debt Binge: China Did It Again
Let’s start with the facts: During the first quarter of 2016 and during a time when the Chinese economy stared into the abyss, the Chinese... Read more
Chinese Banks’ Bad Debt Masquerade to End Soon
Amid a backdrop of souring loans and diminishing reserve ratios, Chinese banks recently announced the least encouraging quarterly earnings in almost a decade. Facing a challenging... Read more
Is Growth for Luxury Brands in China Over?
China and the Chinese played a primary role in the growth of the luxury sector in the past decade. But what was once a boon... Read more
Beijing a Crucial Showcase for Automakers as Growth Headwinds Build
The Beijing Auto Show, which begins April 25, will witness a skirmish between foreign and domestic automakers aiming to capture consumer interest amidst a downbeat... Read more
China Takes Next Steps in Global Gold Strategy
China is the world’s largest producer, consumer, and importer of gold. But that’s not enough. The country is taking steps to become the dominant power... Read more
Why Chinese Save More Than People in the West
Chinese people are known for their high savings rate, and for years Western businesses have been wishing they would spend more and save less. But... Read more