E.g., 24-03-2017
E.g., 24-03-2017
We have found 9 results.
View by: Grid List
Sort by: Relevancy Date
  • Please login, request a trial or contact our sales team for more information

    Gavekal Dragonomics

    Sanctions With Chinese Characteristics

    Since South Korea decided to host a US missile-defense system, China has restricted tourism and closed local operations of Korean firms. The dispute will mean some economic pain for Korea, but no lasting damage. But China is ever more willing to use such “sanctions with Chinese characteristics” to disrupt trade with countries that displease it.

    0
  • Please login, request a trial or contact our sales team for more information

    Gavekal Dragonomics

    CEQ: Healthcare—Crisis Or Opportunity?

    China’s growing economy has brought its people longer lives, but also a new set of health problems. Though the government is trying to improve coverage, change is happening slowly. So there is a growing opportunity for private companies to fill the gap. This issue of China Economic Quarterly investigates the nation’s health problems, and solutions.

    0
  • Please login, request a trial or contact our sales team for more information

    Gavekal Dragonomics

    Brace For US-China Trade Conflict

    Is Donald Trump backing down from his threat to get tough on China trade? It might seem so: after three weeks of rapid policy moves, his promised anti-China trade action is still missing. But it will not stay missing for long. Some US move against China trade looks inevitable in coming months, though the costs will be high and the benefits unclear.

    0
  • Please login, request a trial or contact our sales team for more information

    Gavekal Research

    Video: A Coming US-China Trade War?

    In this video interview Arthur explains how a US-China trade war may play out and the implication for capital outflows from China

    0
  • Please login, request a trial or contact our sales team for more information

    Gavekal Research

    Video: The Dissonance In US-China Relations

    Once Donald Trump occupies the White House he is sure to take aim at China in the form of new tariffs, anti-dumping actions and the labeling of the country as a currency manipulator. What is unclear is whether such actions reflect a tough negotiating stance, or instead a fundamental shift in the strategic equation. In this video interview, Arthur explains why the mixed messages coming out of Washington have the potential to spark a dangerous...

    0
  • Please login, request a trial or contact our sales team for more information

    Gavekal Dragonomics

    What You Need To Know About The Party Congress

    In 2017, the Communist Party will hold its 19th Congress, an event that will set the political framework for Xi Jinping’s second term as China’s leader, and beyond. The big question for the Congress is how much Xi will be able to change the rules of elite politics to strengthen his own power. This piece offers a guide to those rules of the game.

    0
  • Please login, request a trial or contact our sales team for more information

    Gavekal Dragonomics

    The Rise Of A New Conglomerate

    If China’s sputtering state enterprise reforms are going to be successful anywhere, it should be in Shandong, with its solid economy and reform-minded governor. But a closer look at Yankuang Group, the province’s poster child for SOE reform, shows that local SOEs are just becoming even larger, more complicated and less transparent conglomerates.

    1
  • Please login, request a trial or contact our sales team for more information

    Gavekal Research

    Arthur Kroeber: A New Era Of Sino-US Relations

    While Donald Trump has threatened to slap huge tariffs on Chinese exports, Arthur thinks this would be an act of self-harm given the economic co-dependence between China and the US. In this video interview, he maps out the likely evolution of relations between the two countries in the years ahead.

    0
  • Please login, request a trial or contact our sales team for more information

    Gavekal Dragonomics

    The Advantage Shifts To China

    Donald Trump’s victory was also a victory for Xi Jinping. Trump’s more isolationist stance and transactional attitude hands the edge to China in the battle for influence in Asia. Trump’s threats of economic warfare with China are also mostly empty; if anything, Beijing has gained a bit of advantage in its bilateral ties with the US.

    0
Show me: results