Inflation is up, but business analyst Shaun Rein does not expect the government to push more liquidity into the economy, he tells at Bloomberg TV. The weak domestic demand is troublesome, though, he says: “I have never seen it so bad in my 17 years in China.Read More →
Dire predictions for the trust industry have not materialized, because of smart interventions by China´s financial authorities. But that does not mean the industry is off the hook, writes financial analyst Sara Hsu in The Diplomat. Danger from the property market will remain till the end of 2014.Read More →
The way the central government is ruling its currency, the Renminbi, has changed profoundly over the past months. Economist Arthur Kroeber argues in the Brookings Institute that the rules for the currency have changed profoundly.Read More →
China is about to start regulating its financial jungle of wealth management products, one of the causes of its giant shadow banking system. Time to protect the consumers against those risky products, writes financial analyst Sara Hsu in the Diplomat. An overview of the regulationsRead More →
Liberalization of the interest rates is a first important step in financial reforms, but it is not enough, tells financial analyst Sara Hsu in the EastAsiaForum. Next the state needs to let the state banks go.Read More →
Whether China property bubble is popping, or more slowly evaporating, the effects on its economy will be enormous. Financial analyst Sara Hsu lists three of the most important effects for The Diplomat. She predicts no crash, but very serious effects indeed.Read More →
After Alibaba filed this week its paperwork for its upcoming IPO. Business analyst Ben Cavender looks at its great profitability, but also risk from competition in e-commerce and fear for pressure fro the big Chinese banks.Read More →
Financial analysts Sara Hsu has been predicting doomsday scenario´s for China´s financial stability in the past. But the announced financial reforms have made her carefully optimistic about the direction the country is taking, she writes in the China Brief.Read More →
China´s financial authorities try to fight illegal fundraising, as one of the features of shadow banking. Financial analyst Sara Hsu give in The Diplomat an overview of this tradition, that has boomed with the country´s economic growth.Read More →
China has promised wide-ranging financial reforms, moving from repression to the market. That is a much-needed change tells economist Arthur Kroeber in the Institutional Investor, to allow household to use their earnings in a more sensible way.Read More →
Shadow banking was one of those China issues that kept financial people awake at night. But after a decade of studying shadow banking, Sara Hsu argues in Triple Crisis that the issue has been cut up in manageable parts, and will fade away by 2015. Read More →
Against many predictions, China´s economy is doing relatively well and business analyst Shaun Rein does not see the need for a stimulus to fire up growth now, he tells CNBC.Read More →