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…erweight was against Europe and EM Asia. Our recent downgrade of Q1 growth in the Euro area and better activity data in China made us move the lion’s share of the overweight versus the US into EM Asia (see Wednesday’s Global Market Outlook and Strategy). Chinese activity data con...
…ental subsidies have not been corroborated. What is clear, however, is that, like Qiaobao, SinoVision’s content echoes China’s official media. The vast majority of its stories about China, Sino-American relations, Taiwan, Hong kong, and other important issues for the PRC governm...
…expensive and riskier. If the US does not provide a market for the Alberta tar sands oil, it could end up on tankers to China; and the US will end up importing more of its energy needs from the Persian Gulf and Venezuela. Could misperceptions about wind, solar and biofuel 8 feasi...
… came to know him. 2. Before I moved to Beijing in 2002 a friend took me aside and offered this thought: “Your life in China will change the way you see the world. But if you want to get the most out of it, you have to understand that as important as being bilingual is, it is as...
…portunity for increased government spending on pre-K-12 education is particularly apparent in growing economies such as China and South Korea as those countries increase their share of world GDP. @ Potential opportunities in countries with declining populations. \|n countries th...
June 2014, I was asked to articulate the vision at the first Belt and Road forum in Urumai, Northwest China's Xinjiang Uygur autonomous region. I described five categories: history, culture, trade, mutual development and peaceful development. The second forum was in Quanzhou, So...
21 ratified and with international law that Western powers developed and have imposed on China while it was weak and that it now is set on revamping the international system. In other words China is indeed serious about its nine-dashed line claim to all features, waters and res...
…ffrey Epstein [[email protected]] Subject: Smart analysis on big tech -- Apple section highlighted Importance: High China's big tech stocks have fallen into a bear market at the same time that regulatory threats against U.S. big tech companies are gaining momentum. Can U.S. b...
Introduction For three and a half decades following the end of the Maoist era, China adhered to Deng Xiaoping’s policies of “reform and opening to the outside world” and “peaceful development.” After Deng retired as paramount leader, these principles continued to guide China’s...
…in 2009 it began a TV broadcast in English. As part of this vigorous propaganda campaign, the Party has sought to turn China Central Television into a global competitor to CNN. CCTV was already airing in America as of 2004, when it cooperated with EchoStar, America’s second-larg...
Table 5: Scenario analysis of China’s 2017 FX reserves (yellow denotes lower reserves/ blue higher) Trade balance, USDbn 100 150 200 250 300 350 400 450 500 300 2,885 2,935 2,985 3,035 3,085 3,135 350 2,835 2,885 2,935 2,985 3,035 3,085 3,135 400 2,185 2,835 2,885 2,935 2,985 3...
…e US and the West, with this coinciding with the fortuitous national and international circumstances currently enabling China’s rise. To use Xi’s own language, this: “has been in the best period of development since modern times, while the world is undergoing the most profound a...
Fareed Zakaria GPS “Xi Jinping: The Governance of China” Robert Lawrence Kuhn October 5, 2014 FZ: What in the world is the leader of the second largest economy on the planet thinking? That’s a question many would love to know the answer to, but in a closed, secretive society,...
…017, an American city in the mid-Atlantic region was invited to form a sister city relationship with a town in southern China. The American partner city was home to a large number of national security professionals and university and government scientists, including many of PRC o...