Category Archives: intelligence

China is more capitalist than California or Massachusetts – Jim Rogers

Renowned investor Jim Rogers tells how he saw China change over de past decades, and how US states like California or Massachusetts are now more communist than capitalist China, he tells at Stansberry Research.

What if rare earths enter the trade war – Arthur Kroeber

China has been checking its weaponry for the ongoing trade war and stopping the export of rare earths has been one of them. But China will have to be very selective in using this weapon, otherwise it might hurt itself more than the US, says economist Arthur Kroeber, according to CBS.

How China miscalculated Trump – Victor Shih

China’s leadership is still trying to figure out how to deal with US president Donald Trump. Making sense out of Trump has been harder than expected, says political analyst Victor Shih, author of Factions and Finance in China. in an extensive interview in the New Yorker.

Why Trump is blowing it – Tom Doctoroff

There seems very little doubt whether the complaints president US Donald Trump has about China’s trade practices hold ground. But China veteran Tom Doctoroff sees Trump using the wrong methods to correct the trade concerns, he writes at LinkedIn.

Retail: the mirror of China’s AI revolution – Ashley Dudarenok

China’s retailers, with Alibaba’s Hema at the helm, are leading the AI revolution in online and offline space. Consumer expert Ashley Dudarenok explains how AI, online and offline retail combine at a dazzling pace, at CFOinnovation.

China’s consumers are trading down – Shaun Rein

China’s consumers used to pay a premium to foreign products, because of the presumed quality and status connected to it. But those easy days for foreign brands are over, says business analyst Shaun Rein at the City Wireselect.

China’s new opening up helps foreign companies – Arthur Kroeber

After decades of promises for China’s economic and financial opening up, foreign companies have been careful before they start cheering. But veteran economist Arthur Kroeber, author of China’s Economy: What Everyone Needs to Know®, optimistic about the latest changes, he tells in an interview for the China Daily.

Privacy with Chinese characteristics – Matthew Brennan

Chinese surveillance technology, especially social credit systems and facial recognition, is seen by Western media as a final end to privacy. But Tencent watcher Matthew Brennan sees this innovation works differently on the ground, in China, he explains in Metro.

Too much government money caused the China tech winter – William Bao Bean

The main reason for the current tech winter in China was the flush of money that has hit the industry, especially by the government, says VC veteran William Bao Bean to the BBC. A re-structuring of China’s start-ups’ scene is long overdue and that is good news for investors, he argues.

Facebook Groups go private, copying WeChat – Ben Cavender

Facebook is struggling to remain relevant for its users and had a good look at China’s WeChat where group interactions are more private than the chaotic mess Facebook offers. But business analyst Ben Cavender wonders if the Chinese approach works at Facebook, he tells the South China Morning Post.