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Category: China

The analysis published under this category are as follows.

Politics

Saturday, November 24, 2012

China Busy Redrawing Territorial Waters Map Sowing Seeds of Conflict With Neighbours / Politics / China

By: DK_Matai

As China's military and economic influence has grown throughout the world, Beijing appears to have become more bold, brash and brazen in its claim to territories believed to be rich with oil and natural gas across the Asia-Pacific. The latest attempt to achieve just that is the watermark on China's new e-passports depicting its map, which has ended up insulting and offending most of its sovereign neighbours.

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Politics

Thursday, November 15, 2012

China's New Leadership: Progressive, Not Conservative / Politics / China

By: Axel_Merk

Hu's defeat vs. Jiang's victory

We disagree with media reports that China's new Politburo Standing Committee is dominated by relatively conservative members. What we see is a complete defeat of current President Hu's CCLY clique and a victory of retired President Jiang's Shanghai clique. In recent days, Jiang's unusually frequent and high-profile public appearances suggest he is still highly influencing policy making and senior official appointments.

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Companies

Tuesday, November 06, 2012

How the Once-a-decade Political Transfer in China Affects U.S. Corporations / Companies / China

By: InvestmentContrarian

Sasha Cekerevac writes: Many investors around the world are keeping a close eye on the Chinese economy. This is because a growing number of companies depend on the Chinese economy for their corporate earnings growth. One of the most important events in China is the transfer of power within the Communist Party that happens once a decade. The 18th National Congress starts on Thursday and ends next week.

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Politics

Tuesday, October 16, 2012

China’s Pyramid of Power, The Communist Party Elite / Politics / China

By: Frank_Holmes

Best Financial Markets Analysis ArticleChina celebrated another achievement last week, as Mo Yan became the first Chinese citizen to win a Nobel Prize for literature. The selection of Mo was praised by a Chinese nationalist tabloid as a sign that mainstream China could "no longer be refused by the West for long."

Mo grew up in Shandong province in northeastern China, and during the Cultural Revolution, he left school to work in the fields, finishing his education in the army, according to The Guardian. The author draws upon his rural upbringing in his novels, mixing historical perspective with mythical elements. His real name is Guan Moye, but he chose "Mo Yan" as a pen name meaning "don't speak," to reflect the culture in which he grew up.

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Politics

Tuesday, September 11, 2012

China Number Two Man Xi Jinping Assassination Attempt? / Politics / China

By: Jesse

Best Financial Markets Analysis ArticleIt is hard to tell exactly what is happening in China from these reports of two top officials who were injured on the same night in two separate car accidents, one in which Xi was sandwiched between two military jeeps, and another where He Guoqiang was mysteriously hit from behind by a truck.

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Commodities

Wednesday, July 25, 2012

China continues to buy strategic assets / Commodities / China

By: Ian_R_Campbell

As you no doubt know, yesterday China National Offshore Oil Corporation made a $15 billion, 61% premium to market, bid for Nexen Inc.  Nexen’s portfolio includes:

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Politics

Tuesday, July 17, 2012

The Paradox of China's Naval Strategy / Politics / China

By: STRATFOR

Diamond Rated - Best Financial Markets Analysis ArticleOver the past decade, the South China Sea has become one of the most volatile flashpoints in East Asia. China, Vietnam, the Philippines, Malaysia, Brunei and Taiwan each assert sovereignty over part or all of the sea, and these overlapping claims have led to diplomatic and even military standoffs in recent years.

Because the sea hosts numerous island chains, is rich in mineral and energy resources and has nearly a third of the world's maritime shipping pass through its waters, its strategic value to these countries is obvious. For China, however, control over the South China Sea is more than just a practical matter and goes to the center of Beijing's foreign policy dilemma: how to assert its historic maritime claims while maintaining the non-confrontational foreign policy established by former Chinese leader Deng Xiaoping in 1980.

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Politics

Monday, May 14, 2012

Taiwan: The Democratic China / Politics / China

By: EconMatters

Best Financial Markets Analysis ArticleIn the 60 years since Chinese Nationalists retreated to Taiwan, the tiny island country has transformed itself quite differently from the mainland China.  Thanks to a series of financial and economic reform by the Nationalist Party (KMT), Taiwan got a head start on economic and democratic development, while Mao's Cultural Revolution had left the Mainland in an over-a-decade-long developmental vacuum.

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Politics

Saturday, May 05, 2012

China, or How To Live in Interesting Times / Politics / China

By: Ashvin_Pandurangi

Best Financial Markets Analysis ArticleOver the past few weeks I've read an absolute avalanche of articles on China, but because of all the traveling we were doing never got around to turning the information into stories for TAE. By the way, we're on the Sunshine Coast, an hour north of Brisbane, for a week or two right now, staying with friends and trying to catch our breath. It's where the Australasia tour started 11 weeks ago, so it feels kind of fitting. We’ll move over to Europe on May 15, and we will be available for lectures over there. We’re also looking for a place to stay for a month or so by the way, to do some catching up.

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Politics

Wednesday, April 25, 2012

Growing India - China Rivalry / Politics / China

By: STRATFOR

Best Financial Markets Analysis ArticleAs the world moves into the second decade of the 21st century, a new power rivalry is taking shape between India and China, Asia's two behemoths in terms of territory, population and richness of civilization. India's recent successful launch of a long-range missile able to hit Beijing and Shanghai with nuclear weapons is the latest sign of this development.

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Politics

Sunday, April 01, 2012

Niall Ferguson China, Turmoil and Triumph, a Flawed Understanding of China? / Politics / China

By: Nadeem_Walayat

Diamond Rated - Best Financial Markets Analysis ArticleNiall Ferguson's latest series on China to be broadcast in the UK ended in a highly convincing conclusion of what could come to pass, but I fear that Niall has let himself get too close to the subject at hand and miss the real big picture about why China is developing and where it is going, in a way he may again be repeating the mega mistake he made 12 years ago in 1999 with Gold when he stated :

"The twilight of gold appear[s] to have arrived. True, total blackout is still some way off...Gold has a future, of course.

"But mainly as jewelry." -Niall Ferguson

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Politics

Tuesday, March 20, 2012

Revolution, Its All About China, Weeks When Decades Can Happen / Politics / China

By: John_Mauldin

Diamond Rated - Best Financial Markets Analysis ArticleMy friends at GaveKal are uniquely positioned to help us think about where we have been in the past decade and where we are going in the next one. Their perch in Hong Kong lets them keep their fingers on China’s pulse, but they also have profound roots in Europe – the Gave family is French – as well as a thorough grasp of the US economy and culture. (Louis Gave, the author of today’s Outside the Box, is a Duke grad.)

We can all second Louis when he notes “the discomfort and uncertainty we find in most meetings with clients” – we’re treading on uncertain turf here and moving into unexplored territory. We sense that the potential, in the next few years, for both creation and destruction (so yes, creative destruction) is greater than at any time in our lives – and greater perhaps than at any time in the history of the human race.

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Politics

Sunday, July 03, 2011

90 Years of Communist China / Politics / China

By: EconMatters

Best Financial Markets Analysis ArticleThe CPC (Communist Party of China) was founded on July 1, 1921 in Shanghai with a large working class support base. After the death of Dr. Sun Yat-sen (孫中山)--China's Founding Father (recognized by both Beijing and Taipei)--in 1925, a lengthy civil war soon ensued between the CPC and the ruling political party at the time--the Kuomintang (KMT or 國民黨).

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Politics

Tuesday, January 18, 2011

China's Military Comes Into Its Own / Politics / China

By: STRATFOR

Best Financial Markets Analysis ArticleChinese President Hu Jintao is visiting the United States, perhaps his last state visit as president before China begins its generational leadership transition in 2012. Hu’s visit is being shaped by the ongoing China-U.S. economic dialogue, by concerns surrounding stability on the Korean Peninsula and by rising attention to Chinese defense activity in recent months. For example, China carried out the first reported test flight of its fifth-generation combat fighter prototype, dubbed the J-20, during U.S. Defense Secretary Robert Gates’ visit to China the previous week.

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Politics

Wednesday, December 29, 2010

We Can’t Let China Sway Our Energy Decisions / Politics / China

By: Barry_Elias

First U.S. Treasury bonds, now dysprosium.

China owns nearly $1 trillion of U.S. debt (approximately 7 percent of the nearly $14 trillion total). China also retains roughly $2.5 trillion in foreign-currency reserves, nearly all in U.S. dollars. They lend money to us so we can purchase their exports, which are more competitively priced than ours.

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