Blog Archives

Why Trump is wrong on China – Sara Hsu

Republican presidential candidate Donald Trump has China high on his agenda, and not for the good. All wrong, writes financial analyst Sara Hsu in the Diplomat. The US needs to keep a positive relationship with China, she argues.

Market-driven reform: much left to do – Sara Hsu

Much reform to a market-driven economy has been achieved in 2015, wrote the National Development and Reform Commission’s (NDRC) Report on the Implementation of the 2015 Plan. But there is much left to do says financial analyst Sara Hsu in the Diplomat.

Go state-owned enterprise reform and control together? – Sara Hsu

China´s leaders have announced that reform (and even merger) of state-owned enterprises are high on the political agenda. But at the same time, the central government does not want to lose control. Can both ambitions go together, wonders financial analyst Sara Hsu in the Diplomat. Mixed ownership does not mean an orientation on the market.

All-out to regain control over economy – Sara Hsu

Few things are sure in China, but the government has called all hands on deck to regain control over the economy. Financial analyst Sara Hsu gives for the Diplomat an overview of the measures already taken to stabilize China´s financial industry.

State will continue to guarantee sovereign debt – Sara Hsu

China´s debts level has reached record heights, but the state will continue to guarantee sovereign debts, writes financial analyst Sara Hsu. And that support is also extended to state-owned companies like Cosco and ChemChina, despite downward pressures from the rating agencies, she argues in the Diplomat.

Consumer spending, even more room for growth – Sara Hsu

Many growth indexes in China might point south, consumer spending is one of the few that might indicate government policies might be working, writes financial analyst Sara Hsu in the Diplomat. Americans still consume per capita 53 times more goods and services than Chinese, so there is much room to growth, she says.

A rocky road for multinationals amid China´s slowdown – Sara Hsu

China´s farewell to double-digit growth is causing multinational companies headaches, also in the services industry where China is heading to, writes financial analyst Sara Hsu in the Diplomat. Now the downturn seems manageable, but she sees a rocky way ahead.

The fallout of the China-Iran deal – Sara Hsu

The world should carefully watch the new ten-year trade deal of US$600 billion between Iran and China, writes Sara Hsu in the Diplomat. The two new kids at the block is likely to change the international power balance.

Fight against capital outflows delays reforms – Sara Hsu

China has faced a record outflow of capital since the end of 2015. Efforts to stop that outflow, maybe needed, delay severely the planned liberalization of the financial markets, writes financial analyst Sara Hsu in the Diplomat. “The rate of change is dissatisfying to those calling for reform.”

How China targets green development – Sara Hsu

China tries to target green development on every thinkable level. Financial analyst Sara Hsu gives in the Diplomat an overview, for example how finance for green targets are being organized by the Green Target Task Force.