Briefly…Top Ten Tweets: From the Environment to Environmental ODI, Rejected ODI, Odious Autos and Dodgy Data. And a Bit of Economics & Politics.

Friday, June 5th, 2009

1. Environment: “It is a disgraceful lifestyle to drive a BMW but have only dirty water to drink”. China’s environment minister Comment: The environment is looming large as a topic, and is also getting a lot of fiscal stimulus attention. For more on what he said, and on “green” ODI and carbon taxes, see […]

Don’t Quote Me (On the Financial Markets)

Tuesday, October 14th, 2008

Given the current state of the world’s financial markets, we could not find a better quote than that provided, back in July 2007, by Liu Mingkang, the Chinese banking regulator: “Only when the tide goes out can you see who is swimming naked! It is essential to take measures in good time”. Indeed! Perhaps, as […]

(Credit) Crunch Time

Tuesday, October 14th, 2008

It is not all that long ago that the big credit crunch banks were being lambasted in some quarters for their plans to invest heavily in Chinese banks, and that at least one pundit was predicting “The Coming Collapse of China”. How things change! Now it is the titans of Wall Street and the City […]

China’s Trade Surplus. America’s Export Growth.

Tuesday, October 14th, 2008

Bloomberg reports: “China’s trade surplus widened to a record in September, boosting the currency reserves that may shield the world’s fourth-biggest economy from the global crisis. Exports rose 21.5 percent from a year earlier to $136.4 billion after gaining 21.1 percent in August, the customs bureau said on its Web site. The trade surplus climbed […]

China the Biggest: In Carbon Emissions

Tuesday, October 14th, 2008

As noted on these pages, China is the biggest in an increasing number of areas – not all of them positive, but mostly reflective of the sheer scale of the country, and speed of growth. The latest headline relates to carbon emissions, and confirms other research, reported earlier. From “CHINA has leapfrogged the US […]

Milk’s Message: Know What You Are Buying (And What You Are Selling)

Sunday, September 21st, 2008

We have been here before with baby milk, pet food and Sudan Red (see more here). Not to mention the execution of the former head of the State Food and Drug Administration. But the current baby milk powder crisis shows that there is still a serious supply chain risk, and that companies need to proactively […]

Monopoly on Coke

Sunday, September 21st, 2008

Coke’s juicy M&A plans have already been raked over in the press (and on this blog). But next it is likely to be raked over by Chinese anti-monopoly officials (amongst others). As AP reports: “Coca-Cola’s $2.5 billion offer…for China Huiyuan Juice Group Ltd. already has stirred nationalist opposition. Comments posted on Chinese Web sites criticized […]

Stat Wrap (August 2008)

Sunday, September 21st, 2008

Another month, another set of stats: • Inflation: “China’s politically sensitive consumer inflation eased in August to a 14-month low…Consumer prices rose 4.9 percent in August over the same month last year, the National Bureau of Statistics said. That was down from July’s 6.3 percent and well below February’s 8.7 percent rate — the peak […]

Coke’s FDI Mixer: Juice, Brand, Health, and Politics

Thursday, September 4th, 2008

There has been plenty of foreign direct investment (FDI) into China over the years, and it is continuing strongly (with the help of the RMB) despite lots of laws, regulations and rising costs, many of which have been reported on this blog. The last time we mentioned big FDI, it was in relation to China’s […]

New Cities On The Block

Thursday, September 4th, 2008

While Beijing is still basking in the afterglow of the Olympics, Forbes and the Economist have been looking further afield, and have (added to the ranks of those who have) ranked the business attractiveness of China’s bigger cities. From Forbes (via Top Five: 1. Hangzhou 2. Shanghai 3. Wuxi 4. Nanjing 5. Ningbo “Hangzhou […]