Positive investor sentiment across the board underscores China’s undeniable success in controlling the spread of Covid-19. The latest Cheung Kong Graduate School of Business Investor Sentiment Survey (CKISS) 2020 Q4 data reflects survey responses from 2,500 individual and institutional investors, who feel more optimistic towards China’s financial markets, China’s real estate and the US-China trade war.
The Infinity Loop
President Xi Jinping is reinventing state capitalism and has a new economic agenda: “Dual Circulation”. What does it mean for international trade and will it be successful?
Smartphone Dominance
China leads the global smartphone market both in terms of manufacturing and smartphone brands. China has built up a remarkable lead in the global smartphone market over the last decade, both in manufacturing and brands. But things may be changing Throughout the recent China-US trade war, one consumer electronics product has been conspicuously exempt from […]
Uprooting Factories
Companies are considering moving production out of China, but how many can successfully do so? The diversification of production away from the “Factory of the World” is happening, at least to some extent. But some industries are finding it hard to break free of the China hold.
Managing the Differences
The relationship between China and the US has been deteriorating further in the past months with escalated confrontational rhetoric and actions—some of them military—by both sides. While hopes for the world’s two largest economies to work together amicably are fading for the foreseeable future, the two need to find a way to live together for the good of everyone on the planet.
China Pull
Against the backdrop of the trade dispute with the United States and a slowing economy, China is opening up key sectors to foreign companies in the hopes of raising the possibility of further foreign investment.
Young ASEAN Leaders
Pei Ling Tin, a Singaporean Member of Parliament and an active contributor to Singapore-China relations, explores the future of the China-ASEAN relationship.
Hopes, Fears and Decoupling
Craig Allen, President of the US-China Business Council, looks at the impact on businesses of deteriorating relations between the world’s two largest economies.
Are the US and China Decoupling?
Given their ongoing differences, what will the future of China-US relations look like? After more than 40 years of growing ties, the economies of China and the US are now deeply intertwined, and decoupling to any degree would mean a disentangling of enormous complexity.
Alan Beebe: Unpredictable Underpinnings
With no immediate end in sight for the trade war between the world’s two largest economies, and with no signs of a fundamental easing of tensions between China and the United States, how are American companies in China caught in the crossfire coping?
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