China’s Housing Market: A Tough Sell Even for the Government
In May, China’s central government urged more than 200 cities to purchase unsold homes to reduce the surplus supply. Fast-forward three months, and only 29...
Tag: Xi Jinping
When the Bull Goes to Pasture: China’s Stock Market Slump
China’s stock market is giving investors more drama than a soap opera—and not the fun kind. The mounting sell-off in Chinese stocks is deepening what...
The next crisis is coming from China and the steel industry
Shanghai trader Yu Yongzhang’s annual steel sales plummeted by over three-quarters in just a few years. China is the dominant force that has long controlled...
China at a Turning Point
China has set its annual growth target at around 5%, an ambitious goal that will pressure its leaders for ambitious stimulus plans as they seek...
What is China’s strategy after the Taiwan elections?
In the tightest elections Taiwan has seen in decades, voters returned the pro-U.S. ruling party to power despite frustrations over the Democratic Progressive Party’s handling...
Taiwan or a $10 Trillion Risk for the Global Economy
A war with Taiwan would have such an enormous cost that even those most dissatisfied with the status quo have reasons not to risk it....
2024, a High Geopolitical Risk
After 2023, an excellent year for risky assets despite the war in Europe and the Middle East and an increasing confrontation between the United States...
The Bursting of the Chinese Real Estate Bubble: A Policy Mistake?
In 2020, the darling of bond investors was called Evergrande. Investors loved the debt of the Chinese real estate conglomerate. It was liquid, linked to...
China’s Youth and its President: A Ticking Time Bomb?
The West still hasn’t understood the philosophy of the leader of the world’s second-largest economy. While the U.S. government was sending checks to consumers during...