Business & Economics

‘An Analysis of State‐owned Enterprises and State Capitalism in China’: USCC

The U.S.-China Economic and Security Review Commission of the U.S. Congress has done a  fine job with its commissioned work,  ’An Analysis of State‐owned Enterprises and State Capitalism in China.’ A good summary of the issues.  

‘Don’t bank on China rebound’ Ruerters.

Oh, my. There really are a lot choices. The big question here is are China’s new leaders going to listen to Bloomberg. Or maybe how far away from reporting are they or more critically what’s really on the minds of …

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‘What Will China’s Election Mean for Its Economy?’: Jing Ulrich

China’s leadership transition and the economy. Let’s begin the analysis with Jing Ulrich:

‘Illicit Financial Flows From China And The Role Of Trade Misinvoicing’: Global Financial Integrity

When I lived in Taiwan in 1980s and 1990s, I first learned about ‘misinvoicing’ firsthand from Taiwanese exporters who were friends of mine. They had all parked considerable assets overseas, avoiding Taiwanese taxes and currency controls. Although often complex in …

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‘China the Next Decade’: CNBC

Miranda Carr, head of China research at NSBO, in a few minutes laid out the options for China’s leadership coming up as well as the current situation. Worth a careful view:

‘China Econtracker’: Wall Street Journal’s Great Tool

The Wall Street Journal’s ChinaRealTimeReport has a handy tool, the ‘China Econtracker.’ You can see graphs on key economic factors for one year or over time, by month or by year. As a bonus, you get the ChinaRealTime Twitter feed.

‘Putting Candidates’ Assertions of ”Getting Tough with China” in Context’: Ken Lieberthal Versus Gordon Chang

If you thought it’s just Obama-Romney and Biden-Ryan who disagree about everything this election season, have a look at the debate between Ken Lieberthal of Brookings and Gordon Chang of The Coming Collapse of China fame. They faced off on …

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China Q3 GDP: What The Experts Say

Well, at 7.4%, China’s Q3 GDP could have been worse–and it could have better, as I had predicted. (Wang Tao of UBS contends that the Bureau of Statistics added wrong this quarter–actual Q3 growth: 7.6%). Still one quarter to go. …

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‘In Reversal, Cash Leaks Out of China’:WSJ

For a long time it’s felt as though Chinese were spending a lot of money overseas. But, was it just feeling, or was this really happening? The Wall Street Journal, in ‘In Reversal, Cash Leaks Out of China’, follows China’s …

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‘How Big a Speed Bump Has China Hit?’: Jamie Metzl

Jamie Metzl of the Asia Society comments on many other issues than China, especially Southeast Asia (he has a PhD from Oxford in SEA history). The must be the reason he hasn’t caught my attention before. But today, as I …

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