Is China taking over the US? – Jim Rogers
2020-04-06
China is taking over the US, and the US are among the least competitive countries in the world, says super-investor Jim Rogers on SBTV.Read More →
How to catch a fast-changing China after the coronacrisis – Shaun Rein/Ashley Dudarenok
2020-04-01
An even faster shift to online, domestic tourism and health care related activities. Business analyst Shaun Rein sums up how China is changing faster after the corona crisis is over, in an interview with Ashley Dudarenok. Are international brands even more leverage to domestic brands, both wonder.Read More →
US-China relations no priority for either country – Victor Shih
2020-03-19
US president Trump might be doing his best to upset China in every possible way, but US-China relations are no longer top priority for either country, says political analyst Victor Shih at NBC News. “Fundamentally the big problem on both sides is that you now have leadership which no longer considers having good bilateral relationships as a highest priority,”Read More →
Some industries have severe scratches as economy resumes – Arthur Kroeber
2020-03-16
2019 was a good year for most of China’s industries, the corona virus black-lash might be rough for some industries, says leading economist Arthur Kroeber in the Financial Times. Substantial double-digit declines in many production-side economic indicators might be expected over the first three months of the year,” he added.Read More →
More mixed messages from the corona front
2020-02-17
While messages from the coronavirus are mixed, to put it mildly, the current economic crash course might only be over by April/May, in the most optimistic scenario. Numbers of infected people and deaths by COVID-19 still vary to much to support any scenario at this stage, while it is also unclear whether the rest of the world can contain the virus.
Footage from metro subways still show empty carriages, as the central government tries to encouraged migrant workers to return to their workplaces, local governments – including the big cities – advise returning migrants to put themselves in a social quarantine for two weeks to be sure they do not carry the virus. The dilemma is obvious: different government make different choices when it come to prevent major economic damage or keeping their cities save from the virus. Read More →
Xi Jinping’s devilish dilemma’s – Victor Shih
2020-02-14
Fighting the Covid-19 virus and saving the economy might not go very well together, says political analyst Victor Shih in Al Jazeera. While there is very little international supply chains can do at this stage, as Chinese governments make decisions, says Victor Shih, the message for the long run is: diversify.Read More →
US pay the price on intellectual property and tariffs – Harry Broadman
2020-01-21
The US gained very little in its trade agreement with China, says trade veteran Harry Broadman on NBC News. The text on trade secret does not add any value, and the US firms and consumers pay the price for tariffs, he says.Read More →
The US should not have taken on China alone – Harry Broadman
2020-01-20
By trying to take on China alone on trade, the US failed to achieve real results in its first trade deal, says trade-veteran Harry Broadman to Bloomberg. China did not adhere to the multilateral trade deal it closed by joining the WTO, but Donald Trump failed to address the issues related to that.Read More →
Part 1 trade deal: just the start of real negotiations – Sara Hsu
2020-01-14
China and the US might be signing a first trade deal, but that is just the start of prolonged negotiations, as even most tariffs will remain on the table, says financial analyst Sara Hsu in The Heat.Read More →
Why “uncoupling” the US from China is not feasible – Arthur Kroeber
2020-01-06
China and the US might be signing a first trade deal this month, economist Arthur Kroeber does not see much change. Uncoupling with economies is not possible, he argues, and the trade deal does not deal with the real problems, he tells in The New Yorker.Read More →
Irregularities hinder trade deal – Harry Broadman
2019-12-20
Analysts watched the ‘announcement’ of a first trade deal between China and the US with amazement. Former US trade negotiator Harry Broadman points out that typically you wait till you have something in writing, in both languages, to avoid hiccups before the signing, he explains to Reuters.Read More →
Trade war, phase 2 – Arthur Kroeber
2019-12-17
After a first symbolic truce, the world should brace for the next phase in the trade war between China and the US, warns leading economist Arthur Kroeber, according to Barron’s. China has stalled its economic reforms and mechanisms to contain the US power fail, and the technology war is likely to resume, he stresses.Read More →