Opinion piece
26 April 2022
China’s Covid policy to be year’s largest economic shock
Beijing’s ‘dynamic zero-Covid’ policy could devastate the domestic economy, but the effects will also be felt globally.
China
Showing 49-64 of 347 results
Blog post
05 April 2022
Is the private sector retreating in China? Not among its largest companies
China’s largest private-sector companies are expanding more quickly than state-owned enterprises (SOEs).
Working paper
05 April 2022
The private sector advances in China: The evolving ownership structures of the largest companies in the Xi Jinping era
This paper documents recent structural changes in China’s corporate landscape, based on company level data.
Opinion piece
01 April 2022
Early Warning Brief: China’s contorted response to Russia sanctions
The spectre of a democratic Russia aligned with the West is probably a more serious concern for Beijing than what it risks losing by supporting Russia
Opinion piece
25 March 2022
Rallying Chinese markets will not be a quick fix for Beijing
Top official makes rare intervention to reassure investors but progress to resolve problems will be difficult.
Opinion piece
16 March 2022
China can see the limits of bailing out Russia's economy
Beijing will support Moscow as long as it does not fall foul of Western sanctions.
Blog post
15 March 2022
Six reasons why backstopping Russia is an increasingly unattractive option for China
China has too much to lose from aligning with Russia over Ukraine.
Opinion piece
14 March 2022
China offers Russia respite but not a solution
Beijing could provide greater assistance to its partner while benefiting from greater energy and military security, but this option is not without ris
Blog post
09 March 2022
Can China bail out Putin?
Even with help from China, Russia will be unable to mitigate the immediate impact of Western sanctions.
Opinion piece
28 February 2022
China’s economic support for Russia is not a panacea
The EU is still Russia’s largest trading partner, actually several times bigger than China.
Opinion piece
25 February 2022
Global chip shortage may soon turn into an oversupply crisis
Only companies investing in advanced semiconductors will see their margins increase.
Opinion piece
18 February 2022
Will this be the century of youthful Asia?
Youthful Asia offers immense opportunities for investors, but this potential can only be realised if their infrastructure and energy needs are fulfill
Opinion piece
16 February 2022
East-west divergence in central bank action will not last much longer
Fed shift towards raising rates will make it hard for China and Japan not to tighten monetary policy.
Opinion piece
11 February 2022
How China’s investment in Middle East is evolving
The share of the Middle East in China’s total overseas investment has declined for several reasons.
Opinion piece
26 January 2022
In the electric vehicle race, China coming first
China is not only a producer and consumer of EVs, but also of the battery components on which they depend.
Opinion piece
17 January 2022
How Chinese competition helps western conglomerates
Firms like GE and Siemens may well find that their decision to split their businesses into multiple companies leads to increased profits and higher st