China needs to shift its economy from state investments to domestic consumption to survive. But can China withdraw that kind of power from state institutions, wonders political and financial analyst Victor Shih in the Financial Times.Read More →
China’s economy is changing from cheap labor and export to domestic consumption. But the move away for wasteful investments is not an easy one, tells political and financial analyst Victor Shih in The Guardian.Read More →
The recent slowdown in China’s economic growth has pulled down many markets. But economic analyst Arthur Kroeber argues in a recent paper for the Brookings institute that China is still offering a huge potential, if it can really reform its financial systems.Read More →
A range of experts and politicians might be hoping for a larger international role of China’s currency, the yuan, but China’s leaders are in no hurry to do so, tells economic analyst Arthur Kroeber in the South China Morning Post. The South China Morning Post: Arthur Kroeber, Beijing-based managing directorRead More →
Europe might be looking at China as its financial savior, but China is really struggling to deal with its own debts, says financial analyst Victor Shih in Money Morning Australia. Capital flight is a serious risk, but only a worst-case scenario, he adds.Read More →
Chinese banks bought in January 140 bn RMB worth of foreign exchange, but despite this hiccup, money leaving China is the real challenge for its banks, writes financial expert Victor Shih in the Financial Times.Read More →
More inflation of wages, food and commodities can be expected, tells business analyst Shaun Rein at CNBC, illustrating the case he makes in his upcoming book The End of Cheap China: Economic and Cultural Trends that will Disrupt the World. Shaun Rein, our China bull, in a bearish mood.Read More →
The story China’s economy is a bubble that is about to burst, exists as long as the country’s economy started to boom. Economic analyst Arthur Kroeber explains in NPR why we do not need to worry right now and why signs of bubbles are part of the game.Read More →
The anti-China commercial by Michigan Republican Pete Hoekstra contained so many mistakes, it takes a row of experts to set the record straight. In The New Yorker financial expert Victor Shih looks at the suggestions China is running away with US money.Read More →
Stories about the collapsing real estate market in China might often miss the point. Housing is often the only place for increasingly wealthy Chinese to invest their money, tell business analyst Shaun Rein in CNN.Read More →
The upcoming presidential elections in the US, cause a rise in tension with China, business analyst Shaun Rein observes in Forbes. An advanced warning from his upcoming book The End of Cheap China. Read More →
Two years ago business analyst Shaun Rein set famous short seller Jim Chanos straight when he said China’s real estate was worse than a thousand times worse than Dubai. Now Chanos has scaled down his prediction to ‘a bumpy road’, and this time Shaun Rein agrees, he writes in CNBC.Read More →