Chinese Economy
9 Threads
1/14 This very good article explains quite well the problems the Chinese economy currently faces, but it should stress more that the model didn't "break down" recently, when growth...
1/9 This Robin Harding article provides a very good explanation of China's problems, and identifies the major issues, but I worry about its conclusion: "China’s central government...
Chinese youth unemployment is at a record high 20.4%. A lot of ink has been spilled the past few months explaining why that’s happened and what it says about China’s economy. The t...
If you've been keeping an eye on Japanese media reports regarding the car industry. You'll notice the most featured Chinese brand is BYD Left, Yangwang U9 a $150,000 supercar Rig...
1/9 The idea that China's astonishing growth over the past three decades was the result of its embrace of free markets, and its recent slowdown a consequence of its rejection of fr...
1/9 According to Stephen Roach, "the outcome of the 20th party congress underscores an important distinction between economic growth 'with Chinese characteristics' and a very diffe...
1/10 Good piece on Chinese trade. For all the talk of decoupling, China's share of global exports has risen by 15-20% from 2018 to 2021, and probably a lot more in 2022. This means...
1/9 Good longish piece by François Godement on the problems facing the Chinese economy. While I agree with most of what he says, he does refer in passing to China's having "increas...
Evergrande: why most analysis is dead in water and how best to understand and navigate what’s happening? Both denialists and alarmists are getting it wrong. Let’s start by understa...
