Tag Archives | Xi Jinping

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 …

Continue Reading

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 …

Continue Reading

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.…

Continue Reading

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 …

Continue Reading

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 …

Continue Reading
china-railway-yuxinou

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 …

Continue Reading

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 …

Continue Reading

Why China’s Anti-Corruption Campaign Has To Continue

By John Richardson

CHINA’s anti-corruption campaign is now more than two years old and continues to generate a great deal of criticism.

These criticisms include claims that it sometimes targets the wrong individuals – and that the campaign might end …

Continue Reading

Xi Jinping Further Underlines China’s “New Normal”

CHINA’S president Xi Jinping, in a landmark speech at the weekend, talked about the “New Normal” of lower economic growth and a different type of growth altogether.

He qualified this different type of growth as follows: “Through innovation and technological …

Continue Reading

China Is Sending In The Bulldozers

By John Richardson

YOU can spend as much time as you like crunching petrochemicals supply and demand data, but in the end, what will matter the most in China in determining the strength of markets during 2014 will, surely, be …

Continue Reading