China

  • How Will China’s Connectivity Revolution Transform The Nation? : Stephen Roach

    How Will China’s Connectivity Revolution Transform The Nation? : Stephen Roach

    The pace of China’s Internet revolution has been breathtaking. Since 2006, the number of Internet users in China has more than tripled to 485 million, while the cost of connectivity is also expected to fall sharply as China’s Internet penetration rate continues to grow. But while it is always easy to get carried away with the numbers, the real change in China concerns the implications of connectivity, and not just its scale.

    view 0

  • China’s 2012 Outlook: The Bad News about the Reserve Cut

    China’s 2012 Outlook: The Bad News about the Reserve Cut

    We’ve heard both sides of the debate of how China’s economy will land. Some have predicted a soft landing, others the contrary. At the same time, many others have said 2012 will be the year of the Europocalypse and the final mile for China’s economic boom. But what does the Chinese Central Bank feel about 2012, and what can we infer from the Bank’s recent reserve cut?

    view 0

  • China Luxury Market

    China Luxury Market

    Since inflation in China is perhaps the hottest topic in world political economy --

    with the possible exception of the almost total collapse of governance in the US ;-) --

    we thought this might be a good time to take a long, hard look at the dynamics of the luxury market in China --

    especially if, as many people other than the long-time "China bust" folks are now starting to suspect,

    inflation is going to require China's national government to slam on the brakes -- and do so with such force --

    view 0