Xi Jinping is quietly sanction-proofing China
China is doubling down on manufacturing exports to offset the challenges posed by a sluggish property market and meet the party’s 5% GDP growth target for 2024. Read More Here
Tag: real estate
China’s Rebalancing Imperative
China’s deeply entrenched countercyclical policy mindset is misaligned with its structural challenges: mounting deflationary risks, exacerbated by the lethal interplay between a rapidly aging population and serious productivity problems. Read More Here
China’s Economic Slowdown is Strengthening its Defense Industrial Base
As Beijing deprioritizes the real estate sector, it is doubling down on investment in science, technology, and national defense. Read More Here
China’s Economic Data Breakdowns Show Signs of Life
Economists say alternative high-frequency data points – from subway ridership to commodity prices – suggest parts of China’s economy are functioning well. Read More Here
How India Became The World Leader In Trump Projects
Three years after Donald Trump arrived on his private jet for a deal-making tour, India has become the only major developing country where his business is roaring. It has the most construction projects with Trump licensing deals of any country outside of the U.S. After his election, Trump abandoned a number of international projects and promised not to engage […]
Does China’s Money Threaten Canada’s Sovereignty?
What does China want from Canada? And should Canadians, contrary to their welcoming prime minister, be worried about China’s interest in this land, particularly its urban real estate? No Canadian region is more impacted by Mainland Chinese capital than Metro Vancouver, a relatively small city of 2.5 million. Read Here – Vancouver Sun
The Secret History Of The Banking Crisis
The new central bank network created since 2008 is of a piece with the new networks for stress testing and regulating the world’s systemically important banks. The international economy they regulate is not one made up of a jigsaw puzzle of national economies, each with its gross national product and national trade flows. Instead they oversee, […]
America’s Berlusconi
What Trump has achieved, Berlusconi pioneered. Like Trump, Berlusconi is a businessman who made his first fortune in real estate. When he entered politics in 1994, he was an outsider, albeit one who, also like Trump, had long been close to plenty of insiders. Read Here – Project Syndicate
China’s Economy May Be Even Bigger Than You Think
With China set to announce its third-quarter gross domestic product report on Monday, skepticism over its economic data is arising anew. Recall that Bill Gross has described China as “the mystery meat of emerging-market countries.” Premier Li Keqiang, before taking that post, said he didn’t rely on official statistics. He preferred things like rail freight and […]
Xi’s Wise Men
Past Chinese presidents have left the finer points of the economy to their premiers. Not Xi Jinping. Since taking over the ruling Communist Party in November 2012, Xi has given himself direct control over both short-term financial policies and broader economic planning. He exercises this power through two secretive “leading groups,” one a reform panel […]
looking beyond borders 