Tag Archives | one-child policy

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China Manufacturing Relocation Accelerates

Source of graph: Standard Chartered

 

By John Richardson

WORKING conditions matter as much as higher salaries for China’s emboldened manufacturing workforce, according to this article in the Financial Times.

“As the number of available workers falls, factories struggle not …

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Xi Jingping’s Challenges

By John Richardson

XI Jinping, who formally became China’s president last week during the National People’s Congress meeting, faces enormous challenges.

Life is, for example, pretty grim for hundreds of millions of people in China.

Many have lost out on …

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It Is Now Down To Seven Guys In A Room

 Source of picture: China Daily

 

By John Richardson

The famous investor, Jim Chanos, warned three years years ago that the West places an inordinate amount of trust in “nine guys in a room” (i.e. China’s Politburo Standing Committee) getting it …

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China Govt Confirms Post-CNY Labour Shortages

The great news behind rising labour costs: Shan Dalin, pictured with his family, is a crane operator from Southwest China’s Guizhou province who has worked in eastern Zhejiang province for 10 years. In 2012, Shan’s monthly income rose to 2,800 …

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PTA Price Decline Reflects Realities

By John Richardson

The end of the eight-week long bull-run in China’s purified terephthalic acid (PTA) pricing might well indicate a wider problem about to beset other petrochemicals: Reality undermining the positive sentiment of the early part of this year.…

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Ponzi Scheme Economics

By John Richardson

AN important study by the Boston Consulting Group (BCG) underlines most of the views we put forward in our e-book, Boom Gloom & The New Normal.

“The developed world’s Ponzi scheme is caused by record-high levels of …

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Beijing Smog Highlights Reform Agenda

Picture: HAP/Quirky China News/Rex Features

 

By John Richardson

THE toxic smog that enveloped Beijing over the weekend is another example of why China’s new leaders simply have to change the economic growth model.

At its worst point on Saturday …

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“You Can’t Turn Back The Demographic Tide”

 

By John Richardson

Our argument ument that demographics drive demand is gaining greater traction.

Demographic challenges apply both to developed markets, where populations are rapidly ageing, and to emerging markets such as China, which confronts ithe consequences of its …

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The Challenges For 2013

By John Richardson

WE wish our readers a great festive season and wish them all the best for the New Year. We will take a break and resume the blog on 28 December.

We really do wish we could be …

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China: 2013 Growth To Slow Again

By John Richardson

A detailed study of some of China’s positive economic data for November adds a lot more weight to the point we made yesterday: The “recovery” is unlikely to last into 2013.

November marked the first time in …

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