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Category: China

The analysis published under this category are as follows.

Commodities

Wednesday, September 10, 2014

China Food Crisis ? / Commodities / China

By: Chris_Orr

China is having the worst drought in half a century, which will result in a devastating harvest.

Or: China is going to have a record crop this year.

Those are the two stories coming out of China in just a two-week time span.

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Politics

Tuesday, August 05, 2014

The End of Consensus Politics in China / Politics / China

By: STRATFOR

John Minnich writes: Chinese President Xi Jinping's anti-corruption campaign is the broadest and deepest effort to purge, reorganize and rectify the Communist Party leadership since the death of Mao Zedong in 1976 and the rise of Deng Xiaoping two years later. It has already probed more than 182,000 officials across numerous regions and at all levels of government. It has ensnared low-level cadres, mid-level functionaries and chiefs of major state-owned enterprises and ministries. It has deposed top military officials and even a former member of the hitherto immune Politburo Standing Committee, China's highest governing body. More than a year after its formal commencement and more than two years since its unofficial start with the downfall of Chongqing Party Secretary Bo Xilai, the campaign shows no sign of relenting.

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Stock-Markets

Tuesday, February 11, 2014

Goldman Sachs States This Could Very Well Be The China Century / Stock-Markets / China

By: Bloomberg

Goldman Sachs Inc. Chief Executive Officer Lloyd C. Blankfein sat down with Bloomberg Television's John Dawson in Hong Kong earlier today and said emerging markets are in a better state today than in 1998, "There were a lot of things in '98 that don't exist now, better reserves, more flexibility in exchange rate, better policy orientation...There were tailwinds for emerging markets over the last several years. The risk returns to roost, not possibly, but inevitably. It has to. It's part of a cycle."

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Politics

Wednesday, January 22, 2014

Are We Witnessing the End of Communist Party Rule in China? / Politics / China

By: Raul_I_Meijer

The more I read about China, the more chaotic it seems to become, and the more I start to doubt the generally accepted notion that the Communist Party (+PBOC) is in control. If we accept that the politburo has little or no control of the shadow banking system, and that the latter is worth $5.86 trillion, or 69% of Chinese GDP, why would we still assume the politburo controls China’s economy and banking system?

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Politics

Thursday, November 14, 2013

China Demographics - The Next Phase of Reform / Politics / China

By: STRATFOR

The commitment and ability of China's leaders to follow through on new policies and to meet rising expectations will be tested as they strive to balance competing social, economic, political and security challenges. Three decades ago, China embarked on a new path, creating a framework that encouraged the country's rapid economic rise. The successes of those policies have transformed China, and the country's leadership now faces another set of strategic choices to address China's new economic and international position.

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Politics

Tuesday, November 05, 2013

China Reaching Limits of its Economic, Politician and Social Model, Change is Inevitable / Politics / China

By: STRATFOR

Rodger Baker and John Minnich write: The Central Committee of the Communist Party of China will convene its Third Plenum meeting Nov. 9. During the three-day session, President Xi Jinping's administration will outline core reforms to guide its policymaking for the next decade. The Chinese government would have the world believe that Xi's will be the most momentous Third Plenary Session since December 1978, when former supreme leader Deng Xiaoping first put China on the path of economic reform and opening.

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Politics

Thursday, October 03, 2013

China's Ambitions in Xinjiang and Central Asia / Politics / China

By: STRATFOR

In mid-September Chinese President Xi Jinping rounded out a 10-day tour of Central Asia that included state visits to Turkmenistan, Kazakhstan, Uzbekistan and Kyrgyzstan, as well the G-20 summit in St. Petersburg and the Shanghai Cooperation Organization summit in Bishkek. At each stop, the new president made hearty pledges of financial support and calls for further diplomatic, security and energy cooperation. In Turkmenistan, Xi inaugurated a natural gas field. In Kazakhstan, he agreed to invest $30 billion in energy and transportation projects. In Uzbekistan and Kyrgyzstan, he made similar promises to increase investment and cooperation in the coming years.

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Politics

Sunday, September 01, 2013

China Model For The MENA – The Great Leap Backwards / Politics / China

By: Andrew_McKillop

FOOD IMPORTS AND POLITICAL CHANGE

Mao Zedong's Great Leap Forward was comparable to Western claims that “surgical bombing” can fast-forward political change, but not to democracy, in the Middle East and North Africa (MENA).

Mao's great leap was an ideology-driven jump into darkness, a criminal act that destroyed food production and dislocated the economy, depriving China of the means to pay for food imports and plunged the country into mass starvation. Estimates put the numbers of dead through the key years of 1958-1962 at far above 35 million, but the real figures will never be known.

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Politics

Tuesday, August 20, 2013

China's 7 Perils Are All Western / Politics / China

By: Andrew_McKillop

THE SEVEN PERILS
Reporting from Hong Kong in the 'New York Times', August 19,  Chris Buckley started with this lead: “Communist Party cadres have filled meeting halls around China to hear a somber, secretive warning issued by senior leaders. Power could escape their grip, they have been told, unless the party eradicates seven subversive currents coursing through Chinese society”.

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Politics

Saturday, July 13, 2013

China's Great Humiliation / Politics / China

By: Andrew_McKillop

MODERN MYTH'S OF NATIONAL TRIUMPH
Writing in 'Wall Street Journal' and saying China needs “a new national story”, Orville Schlee and John Delury basically claim China has for too long been hobbled and fettered, ideologically, by its modern history of humiliation. This was due to the so-called unequal treaties it was forced to sign with what for Chinese, were the Western Barbarians. These unequal treaties started with the British in 1842.

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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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