The big news that has avoided the media attention it deserves. Central document number one is the first policy document of the year, each year. For the eighth consecutive year it has focused on agriculture. As China has developed since… Read More ›
china
An Analysis of China’s economic data and plans
Below is the transcript of Premier Li’s speech in Davos. It is very significant. We need to keep a balanced view of what is happening in China. I lay out here some views on the recent growth figures announced and… Read More ›
Hedge Funds with Chinese Characteristics – the New Normal
Red Kite, Shanghai Chaos, Lord Copper, Evelyn Waugh, George Soros, Shorts, Chinese economy, copper down 7pc, deflation, depression, recession, China. Could we have dreamt all this up? Were all these names suddenly mixed up together? Well here is the story… Read More ›
The end of implicit guarantees for local government debt? — by Mizuho Securities Asia Ltd
5 Jan 2015 Today is the deadline for local governments to declare their liabilities to the central government. Going forward, the government will back only debts recognized by the Ministry of Finance, while the rest will likely be subject to… Read More ›
The New Year — A Review
The end of 2014 came with sad news from Shanghai of a New Year celebration that went horribly wrong. So much of the last 2 years has been spent on turning back the clock towards a less self centred focus,… Read More ›
‘What does the Plenum mean to China and to its relations with the outside world?’
From Guo Yezhou, Vice-Minister of the IDCPC and Chairman of CCCWS The latest development in China is the 4th Plenary Session of the 18th Central Committee of the Communist Party of China (CPC), which was held just one month… Read More ›
