Category Archives: investments

Lessons from boom and bust in China – Jim Rogers

Renowned investor Jim Rogers learned from the China market 23 years ago in a painful boom-and-bust cycle. Now he is bullish on China, but shares a few tough lessons he learned in those early days, he will not forget, he writes in the Daily Wealth.

China’s outbound investments: back to normal – Rupert Hoogewerf

China’s outbound investments are slightly picking up, and Rupert Hoogewerf, chief researcher of the Hurun China Rich List, sees levels reaching ‘normal’ levels after a stellar 2016 and dismal 2017, he tells the South China Morning Post.

Tianjin, China’s Manhattan: builds on political goodwill – Victor Shih

Yujiapu, Tianjin’s financial district, is building China’s Manhattan, with loans since most inhabitants still have to arrive. That goes well, says financial analyst Victor Shih, as long as the project has the political goodwill in Beijing to subscribe giants loans, he tells in the New York Times.

Harry Broadman joins Berkeley Research Group

Harry Broadman has joined the global consulting Berkeley Research Group as a managing director and will be leading the new Emerging Marketing Practise. He will remain in Washington DC.

Foreign investments law: what is going to change? – Mark Schaub

Some analysts see in the new Foreign Investment Law a way for China to placate the US, but China veteran Mark Schaub sees here no quick fix triggered off by the trade war. It is the first new foreign investment law since the Berlin Wall came down, he says to the BBC News Service.

China has most real estate billionaires – Rupert Hoogewerf

The Hurun Global Real Estate Rich List, released last week, shows that China has the most real estate billionaires, followed by the US. The country’s building boom caused by massive urbanization explains the top position, says Rupert Hoogewerf, chief researcher of the Hurun rich list to Barron’s.

Foreign investment law: no big changes – Victor Shih

China brought the newly adopted foreign investment law with some fanfare, but political analyst Victor Shih does not expect the law will be a game changer, as some hope, he tells at the Deutsche Welle. A level playing field for foreign and domestic companies in China might be far away.

Foreign investment law not the feared VIE-killer – Mark Schaub

For years the business community feared China’s central government would kill the so-called VIE’s (variable-interest entity). The tool to circumvent the country’s strict ownership regulations was never endorsed by the government but has also never been in serious trouble, tells China veteran and lawyer Mark Schaub to Bloomberg. The ban even did not show up in the draft foreign investment law, last week.

China does not need to kill the VIE’s anymore – Paul Gillis

The new foreign investment law is no longer mentioning the ban on VIE’s like an earlier edition did in 2015. The tool to circumvent Chinese regulations by channeling investments through…

The Belt and Road initiative: all roads lead to China (updated)

One of the major global initiatives by China was the massive Belt and Road Initiative, reviving the old silk roads. In May 2017 a major international conference showed what our experts were already expecting: now all roads lead to China. Even countries who suffered from difficult relations with China, including both Koreas, appeared in Beijing.Larger than the former Marshall Plan after the Second World War, OBOR is going to redefine global trade.