Even premier Wen Jiabao calls China’s economy unstable, unbalanced, uncoordinated and ultimately unsustainable, writes Reuters. But despite those misgivings, economic growth will steam ahead, adds economic analyst Arthur Kroeber. Read More →
The unusual fine of 2 million RMB (euro 200,000) for Unilever after announced prices rises caused a stampede, illustrates how inflation is becoming a headache for the authorities, Shaun Rein says in various comments.Read More →
Arthur Kroeber by Fantake via Flickr China’s government is placing its bets on increasing domestic spending by consumers, tells Arther Kroeber in The Guardian. But the inflation seems to be undermining the confidence among those consumers. The 11.7% rise in food costs reflected growing demand, a shrinking pool of youngRead More →
Shaun Rein by Fantake via Flickr Shaun Rein addresses at CNBC China’s largest nightmare, inflation, as real estate prices and wages go up. But he remains optimistic about the country’s consumers, who keep on buying for the coming six months. Shaun Rein is a speaker at the China Speakers Bureau.Read More →
Victor Shih by Fantake via Flickr China’s three trillion US dollar of foreign reserves and other assets might look impressive, but when you withdraw the country’s debts and other liabilities, it looks no longer that special, tells Victor Shih at the US-China Institute. Local companies and governments hold those debts. VictorRead More →
Shaun Rein by Fantake via Flickr Foreign firms in China currently make fat margins, showing the strenght of the economy, Shaun Rein tells Bloomberg, despite high profile failures like Barbie, Home Depot and BestBuy. Inflation might still be a huge problem, but there is no bubble in the making, he argues.Read More →
Shaun Rein by Fantake via Flickr Ahead of the opening of the annual meetings of the CPPCC and the National People’s Congress, Shaun Rein gives in CNBC an overview of the current challenges for the country. The mismatch on the labor market, caused by a failing education is key. OtherRead More →
Image by Fantake via Flickr Shaun Rein met over New Year in Beijing many confident officials, but he sees in Forbes at least three concerns for 2011, inflation on number one: Even though official inflation was 5.1% in November, every day the Chinese feel much more of a squeeze thanRead More →
Shaun Rein by Fantake via Flickr Shaun Rein goes on air in CNBC to explain the confines of the recent food controls imposed by the Chinese authorities to control inflation. Controlling the food prices and lowering the production costs – by killing the toll fees for food trucks – areRead More →
Victor Shih is assistant professor political science at Northwestern University and aleading specialist on China’s financial systems. Victor Shih has also consulted for the US government and the private sector on risk scenarios and “black swan” events related to China. He travels from Evanston, Ill.Read More →
Shaun Rein is the Managing Director of the China Market Research Group, the world’s leading strategic market intelligence firm focused on China. He is one of the world’s recognized thought leaders on strategy consulting in China. In 2012 he published the bestseller “The End of Cheap China.” He travels from Shanghai.Read More →
Arthur Kroeber is a respected writer and commentator on Chinese economy and Chinese companies. He has been the managing director and head of research at Dragonomics since 2002. He is also a regular contributor to the opinion page of the Financial Times and a consultant to Oxford Analytica. His articles have also appeared in the Economist, the Far Eastern Economic Review, Wired, and other publications. He travels from Beijing.Read More →