Category Archives: economy

Trends Western firms miss in China – Shaun Rein

Business analyst Shaun Rein is interview on his upcoming book The End of Cheap China by David Jackson Seeking Alpha. The kick-off: what trends are Western firms missing in China (and much more)?

New banking policy no reason to worry – Arthur Kroeber

The sudden loosing of the tight banking rules for lending came as a surprise, but economic analyst Arthur Kroeber sees no reason for panic about China’s economy. In the Guardian he gives a historical perspective.

Most-read stories November 2011 – top-5

Our second installment on the top-5 most-read stories for November 2011 show certainly the power of search engines in retrieving stories. Some of the recent stories by Wendell Minnick and Shaun Rein do pretty well, but we see also much interest in stories that are older.

Only Europe can save Europe, not China – Shaun Rein

China is not going to bail out Europe, tells business analyst Shaun Rein at CNBC, only Europe itself can save Europe. China has its own problems, although consumption is expected to rise for the wealthy, while the poor get hit hard by inflation.

The property industry is booming like crazy – Bill Dodson

Many media report China’s property industry is collapsing and heading for a rough landing. That is not what business analyst Bill Dodson sees on the ground. On his weblog he reports how construction actually went crazy over the past month.

Ambassador Nicolas Platt endorses “The end of Cheap China” – Shaun Rein

Shaun Rein’s book The End of Cheap China: Economic and Cultural Trends that will Disrupt the World was earlier this week #23 at the Amazon bestseller list for economic books, while you can only pre-order it! A growning number of celebrities endorses the book.

China should not ease lending too fast – Victor Shih

Dropping inflation, a bumper harvest, falling food prices and other good financial news does not mean China’s financial institutions should leave their policies of tight lending, writes financial analyst Victor Shih in the Financial Times.

Indonesia benefits as wages rise in China – Shaun Rein

Cheap production is shifting to countries like Cambodja and Indonesia, as the Chinese government targets a firm rise of the country’s wages, to improve domestic consumption, notes business analyst Shaun Rein in CNBC, returning from a trip to Indonesia.

Europe split on how to deal with China – Shaun Rein

Europe is hoping to tap into China’s foreign reserves, but at the same time try to keep on talking tough on trade issues. Europe should get its act together before they turn to China, tells Shanghai-based business analyst Shaun Rein in CNBC. And China has become more purdent in bailing out other economies.

China leading on economic espionage, US report – Wendell Minnick

China is the most active country when it comes to economic espionage, according to a new report of the U.S. Office of the National Counterintelligence Executive (ONCIX), writes defense expert Wendell Minnick in Defense News. The report used input from “more than a dozen U.S. law enforcement and intelligence collection bodies, including the CIA, FBI, DIA and NSA.”