Tag Archives | Xi Jinping

Tackling China’s Latest Steel Bubble: Implications For Petrochemicals

Note: A technical fault meant I was unable to update the blog on Wednesday and Friday last week. Business as usual returns this week.

By John Richardson

THE stop, start nature of economic reforms in China, which is the result …

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China And US: Different Approach To Same Challenge Risks Only One Winner

By John Richardson

WHAT do Xi Jinping and Donald Trump have in common? Both confront the challenge of income inequality.

President Xi’s approach is centred on the One Belt, One Road initiative, which involves an attempt to create the world’s …

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China: 2017-2020 Scenarios For Polypropylene Growth

By John Richardson

IS this the moment when Xi Jinping decides to take most of the pain of economic reforms?

A recent article in Caixin, the Chinese business and finance magazine, suggests that the moment could have arrived:

This week, …

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Why China Cannot Get Away With Its Latest Debt Crisis

By John Richardson

CHINA has had debt crises before that have been very easily resolved. In the late 1990s, for instance, as business and economics professor, Christopher Balding, points out, China’s government created state-owned asset management companies to clean-up the …

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China’s Latest Real Estate Bubble And The Lessons Of History

By John Richardson

ARE you still playing catch-up on China as events once again take what you think are an entirely unexpected turn? If so, you haven’t learned the lessons of the last three years.

In late 2013, after the …

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China’s New Real Estate Bubble: A LitmusTest For Economic Reforms

By John Richardson

NEARLY three years on  from when the Chinese central government first promised to reform local government financing, little progress appears to have been made: Local governments are still addicted to land sales to meet their funding requirements.…

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Dip In China Credit Growth A Global Warning Sign

By John Richardson

CHINA might choose to once again kick the can down the road by further delaying essential economic reforms, but this is not my base case for the rest of this year and into 2017.

Xi Jinping and …

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Xi’s Overture Finishes As China’s Real Reforms Begin

By John Richardson

We’re going to see pretty soon whether this man [China’s President, Xi Jinping] is for real.

THE above quote, from Chinese Studies professor Kerry Brown in this FT article,  is something else that you should print out …

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China Complexity: The Wrong And Right Kind Of Spending

                                                                         China’s One Belt, One Road Initiative – the right kind of spending

 

By John Richardson

SOME people might too quickly assume that last week saw yet more evidence of the reformers and anti-reformers within the Chinese government pulling in …

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China’s Courage And Vision In Ending One-Child Policy

By John Richardson

CHINA’S decision to scrap its one-child policy will obviously not make any significant difference to labour  shortages for at least the next 20 years or so as that is how long it will take all the new …

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