CHINAwatch

Li Qiang named head of China's powerful financial super-reguator - implications

Exclusive live TV interview with WION (World is One News) on 26 Noveember 2023. WION is India's largest internatrional English news channel.  

US-China De-Risking Policy - Risks and Opportunities for Hong Kong

A Hong Kong business lunheon presentation on 11 November 2023. Download US-China De-Risking Policy - Risks and Opportunities for HK

New World, New Order How to reposition ourselves for a New Economy

Download New World New Order - How to reposition for a New Economy (A business dinner presentation) 

Some fresh perspectives on China's housing bubble and related debt

On 12 September 2023, at a debate under the aegis of The New Economist, a Chinese think-tank, Nomura Securities China Economist Tin Liu explained how China's mountain of housing-related debt should be looked at. 陆挺：关于当前经济和债务的看法及建议

Amongst others, Mr Liu made the following points -

(a) Debt is not byself a bad thing. Indeed, debt is a necessary conduit to transfer idle or excess savings into growth-ehancing productive actvities and investments. 

(b) Unlike Japan's over-indebted "lost decades", China's current debt bubble, though gigantic, has little impact on China's produtive manufacturing sector. While Japan's development reached its peak consistent with its limited land size and population, China's growth potential has still a long way to go.

(c) To tackle the current debt and property bubble crisis, the first prioriy is stabilization (which ia already underway). To diffuse the crisis and in the interest of long-term development, future debt should be tied to population mobility, from congested cities to more dynamic second or third-tier cities and prefectures forming closely-knit economic clusters or areas. (See China’s Five City Clusters bring diversified real estate investment opportunities)

(In 2015 China’s 11 largest city clusters accounted for one-third of the country’s population and two-thirds of its economic activity, according to the Asian Development Bank. Meanwhile, The Economist reports that the 19 city clusters account for nine-tenths of the country’s economic activity.)

 

China's Role in a Multipolar World

PowerPoint presentation at the 10th Annual Conference on International Studies, Center for Strategic Research and Analysis, Lisbon, Portugal 14-15 September 2023. (CESRAN 2023) (An online presentation) 

Download China's Role in a Multipolar World - CESRAN 2023 (New) [Autosaved]                                                                                      

Why doesn't President Xi attend the 2023 G20 Summit?

Live exclusive TV interview on 9 September 2023 with WION, an Indian English News TV channel 

Is the mighty dollar facing a worthy challenger?

Live TV panel discussion on The Newsmakers with TRT World on 18 May 2023.

Has the EU visit shown a ‘united European front’ or emboldened China's stance on Ukraine and Taiwan?

Live TV panel discussion on TRT World's "The Newsmakers" program on 10 April 2023 

President Xi's in-person meeting with President Putin, Day 2

Live exclusive interview on RT on 22 March 2023

 

Xi Jinping's Russia Visit: Official talks between Putin and Jinping held on March 21

LIve TV interview on 21 March 2023 with WION (World is One News), a leading private English TV channel in India.