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Why the US Trade War on China Is Doomed to Fail
August 28, 2018
Why the US Trade War on China Is Doomed to Fail
U.S. punitive tariffs are based on a grave misdiagnosis of Chinese economic fundamentals.
Why the US Trade War on China Is Doomed to Fail
China’s Worst Banks: The ‘Lehman’ Factor
August 14, 2018
China’s Worst Banks: The ‘Lehman’ Factor
Insights from Brandon Emmerich.
China’s Worst Banks: The ‘Lehman’ Factor
Johanna Chua on China’s Strategy to Reduce Debt  
June 21, 2018
Johanna Chua on China’s Strategy to Reduce Debt  
How is debt being reined in?
Johanna Chua on China’s Strategy to Reduce Debt  
Japan First? Tokyo Welcomes Malaysia's Repositioning on China
June 21, 2018
Japan First? Tokyo Welcomes Malaysia's Repositioning on China
Mahathir chose Japan for the site of his first visit since retaking the prime minister's office in Malaysia.
Japan First? Tokyo Welcomes Malaysia's Repositioning on China
Time to Counter China and Rebuild the US Navy? 
May 23, 2018
Time to Counter China and Rebuild the US Navy? 
A former U.S. Pacific Fleet Naval Intelligence chief testifies to Congress on China's maritime ambitions.
Time to Counter China and Rebuild the US Navy? 
Rob Blain: What Awaits the Chinese Property Industry
February 28, 2018
Rob Blain: What Awaits the Chinese Property Industry
How do investors react to a cooling market?
Rob Blain: What Awaits the Chinese Property Industry
China’s Railways: A Cautionary Tale for SOE Reform
January 31, 2018
China’s Railways: A Cautionary Tale for SOE Reform
The uneven progress toward reform at China Railway Corp is a case study in the hazards of opening up SOEs.
China’s Railways: A Cautionary Tale for SOE Reform
Shock and Awe: Surprises That Could Stun Asia in 2018
January 11, 2018
Shock and Awe: Surprises That Could Stun Asia in 2018
From the Fed to housing bubbles to a Korea crisis: surprises that could set back Asia's economies.
Shock and Awe: Surprises That Could Stun Asia in 2018
China’s Central Bank Governor Warns About Financial Risks — Again
November 09, 2017
China’s Central Bank Governor Warns About Financial Risks — Again
Before his retirement, Zhou Xiaochuan has repeatedly sounded warnings about China’s economy.
China’s Central Bank Governor Warns About Financial Risks — Again
Can China Fix Its Debt Woes?
October 26, 2017
Can China Fix Its Debt Woes?
Some positive signals came out of the 19th Party Congress, but reform will be an uphill battle. 
Can China Fix Its Debt Woes?
Korean War Threat Fades as China Debt Fears Resurface
August 21, 2017
Korean War Threat Fades as China Debt Fears Resurface
Pyongyang's threats generate a sense of déjà vu, but China’s debt inspires more concrete worries.
Korean War Threat Fades as China Debt Fears Resurface
Why China’s Local Debt Policies May Spell Slower Growth
July 18, 2017
Why China’s Local Debt Policies May Spell Slower Growth
China’s government is cracking down on local level debt, and this may dampen GDP growth in the second half of 2017.
Why China’s Local Debt Policies May Spell Slower Growth
Tough Times for China's Real Estate Developers
June 28, 2017
Tough Times for China's Real Estate Developers
The struggles of developers are starting to impact China's economy.
Tough Times for China's Real Estate Developers
Asia’s Biggest Debtors Exposed To Rate Shock
June 26, 2017
Asia’s Biggest Debtors Exposed To Rate Shock
Rising debt levels put Asia's top economies in a precarious position should interest rates rise.
Asia’s Biggest Debtors Exposed To Rate Shock
Robert Mann on What to Expect From China's Economy
May 31, 2017
Robert Mann on What to Expect From China's Economy
An interview with Robert Mann, Senior Portfolio Manager at Nikko Asset Management.
Robert Mann on What to Expect From China's Economy
The Problem With China’s One Belt, One Road Strategy
May 24, 2017
The Problem With China’s One Belt, One Road Strategy
China has a mixed record with large infrastructure projects abroad, something OBOR host countries should keep in mind.
The Problem With China’s One Belt, One Road Strategy
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