China is heading for a fundamental breakdown, argues Harry Broadman, Partner, and Chair, Emerging Markets Practice, Berkeley Research Group LLC, at a wide-ranging speech at the Charleston Chamber of Commerce, November 2022 (Charleston, South Carolina). It started by bailing out investors at its stock markets, which are no real markets, he says. Read More →

Two hundred Chinese companies listed in the US thought they would get a pass when the PCAOB accepted late last year the auditing process for those companies. But financial analyst Winston Ma warns there are still significant uncertainties for those firms, as the SEC still indicates on its website those companies are still in danger of being delisted, he tells CNBC.Read More →

China veteran Ian Johnson, senior fellow for China studies at the Council on Foreign Relations think-tank, discusses at Channel News Asia how different China might treat much-discussed political issues like Taiwan after the visit of US House speaker Pelosi and possible new tracks in economic directions. The recent shift of focus towards the private sector as a key part of China’s economic growth strategy is more of a “tactical adjustment” instead of a change in the leadership’s thinking, said Mr. Johnson.Read More →

Hurun chief researcher Rupert Hoogewerf issued the most successful Chinese heritage brands list for 2022, raking the 550-year-old Pien Tze Huang, a traditional Chinese medicine brand, and a current valuation of just under US$30bn. “That makes it the Number One most successful Chinese Heritage Brand,” says Rupert Hoogewerf.Read More →

The exit of the Zero-Covid policy in China was not the cause of the rampant spread of the virus, or triggered by the protests, but was already spreading unstoppable for a longer time, according to the World Health Organization, writes Reuters. WHO’s emergency director Mike Ryan described the end of the zero-Covid policy as an unavoidable strategic decision on Wednesday 14 December.Read More →

Rupert Hoogewerf, Hurun Report Chairman and Chief Researcher, looks for the 2022 Hurun Richest Women in China list at who those women are. In his 17th year, women have been doing better, despite the global downturn for the rich over the past few years.Read More →

Strategic analyst Victor Shih, author of Coalitions of the Weak, (2022), looks at China’s sudden exit from its contested zero-Covid policy. Was it because of the protests, was it planned before, and what does it mean for the country’s domestic policies and economics? A discussion at the New Yorker on how decisions at the  top-level take place.Read More →

One of China’s leading health experts, Zhong Nanshan, expects China to return to normal after Covid-19 halfway 2023, according to AFP. After the surprise turnaround in early December from the zero-Covid policy, the country is now bracing for a dramatic upsurge in patients, both under quarantine at home and in the hospitals because the Omicron variant is highly transmissible but less mortal, he told state media on Sunday 11 December.Read More →

Now China suddenly started to retract its zero-Covid strategy, strategic analyst Ian Johnson looks back at how the country got itself into this unprecedented mess at the Prospect. The economic slowdown and high unemployment “are all underlying issues that actually make the government’s challenge greater than first appears,” says Ian Johnson.Read More →

China is taking a short breath from the anti-Covid protests and comes to terms with the effect of the sudden relaxation of the zero-Covid measures. Political analyst Victor Shih takes a step back at KQED and looks at the fallout of the protests in the short term.Read More →