Tag Archives | China leadership handover

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Honestly, Nobody Still Has A Clue

By John Richardson

JUST as the West was lucky, so was China. The Chinese economy was also buoyed by the Babyboomers, and by its 2001 admission to the World Trade Organisation that enabled it to greatly increase its role as …

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Weak PE Margins Reflect Big Picture

By John Richardson

BEFORE we look at last week’s political handover in China in more detail tomorrow, while on Friday we will return to our theme of Asian demographics, the above slide illustrates what the big picture has meant for …

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China New Leaders Announced

Xi Jinping addresses the 18th Party Congress

Source of picture: KeystoneUSA-ZUMA/Rex Features  

 

By John Richardson

CHINA’S new seven-man Politburo Standing Committee was announced today, with the bad news being that five of its members are thought to be either conservative …

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China Lending Declines In October

By John Richardson

POLITICS, politics and politics are three most important factors that need to be evaluated when assessing the direction of China’s economy.

Thus, in the short term it appears that the surge in bank lending from May to September …

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Asian PE Recovery On “China Turning Point”

By John Richardson

ASIAN polyethylene (PE) prices rose by $10-30/tonne for the week ending 9 November in response to reports of low inventories, according to ICIS.

A further improvement in the market is anticipated by one trader, as a result of the …

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China’s Intellectual Property Challenge

Wen Jiabao – stepping down

Source of picture: KeystoneUSA-ZUMA/Rex Features 

 

In the last of our series of posts on China’s leadership handover, which begins today as the 18th Party Congress meets, we look at intellectua property rights protection.  

By John …

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China: Consumption And Hot Air

Source: New York Times

 

By John Richardson

TALK of a billion plus Western-style consumers is nothing more than hot air, with the temperature maintained by the financial sector eager to sell you its products.

The reality is very different, …

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Tackling The SOEs

“The state advances as the private sector retreats…” The table below shows the size of China state-owned enterprises versus some other corporate giants.

Source of table: The Economist. ICBC is the Industrial and Commercial Bank of China. 

 

By John …

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China Leadership Challenges

Xi Jinping, China’s likely new president

KeystoneUSA-ZUMA/Rex Features

By John Richardson

The make-up of China’s new politburo will be announced during the 18th Party Congress, which starts on 8 November.

But don’t expect confirmation of the new leadership team to do …

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Putting The Genie Back In The Bottle

Source of picture: Flickr

 

By John Richardson

“How do you put the genie back in the bottle?” asked China scholar Victoria Hui in this New York Times article, referring to the difficulty that China now faces in stepping away …

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