Category Archives: China

Statfor: The Strategic Importance of the Yangtze River

Posted on March 31, 2013 by macromon

“The Yellow River is China’s Hudson or Delaware.  The Yangtze, by contrast, is China’s Mississippi.” As a preview of next week’s series on the Yangtze River, Stratfor East Asia analyst John Minnich discusses the crucial role the river plays in … Continue reading →

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China’s real estate bubble – 60 Minutes

Posted on March 3, 2013 by macromon

“…A typical apartment in Shanghai cost about 45x the average resident’s annual salary.”  – Leslie Stahl In case you missed 60 Minutes tonight here is a very interesting piece on what drives and what plagues China.   This is a must … Continue reading →

Posted in China | Tagged , , | 6 Comments

Stratfor: A ‘Powder Keg’ in Asia Between China and Japan?

Posted on March 1, 2013 by macromon

One of our Seven Swans A Simmering.  Keep it on your radar. Stratfor Vice President of East and South Asia Analysis Rodger Baker discusses the increasing strategic and economic tensions between China and Japan. For more analysis, visit: http://www.Stratfor.com (click … Continue reading →

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Stratfor: Global Effects of China’s Real Estate Lending

Posted on February 19, 2013 by macromon

You think housing is an important sector in the U.S.? Stratfor reports real estate accounts for 14% of China’s GDP and housing construction is the source of 48% of the country’s steel consumption. Stratfor East Asia analyst John Minnich examines … Continue reading →

Posted in China, Housing | Tagged , , , | 3 Comments

Stratfor: China’s Expanding Maritime Claims

Posted on January 22, 2013 by macromon

This is really good stuff and what we see as the biggest swan risk of 2013 “China is using its presence to make a case in any future international mediation that possession is nine- tenths of the law and China … Continue reading →

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Stratfor: China’s Dynastic Cycle

Posted on January 16, 2013 by macromon

Excellent video from Stratfor.  Huge return on the investment of three minutes of your time. Stratfor’s Vice President of East Asia Analysis Rodger Baker discusses the historical cycle of China’s dynastic territorial expansion and contraction and explains how this pattern … Continue reading →

Posted in China | Tagged , , | 3 Comments

Stratfor: Japan’s New Regional Diplomacy

Posted on January 13, 2013 by macromon

Stratfor’s Vice President of East Asia Analysis Rodger Baker reviews Japan’s new regional diplomacy in the context of China’s military assertiveness. For more analysis, visit: http://www.Stratfor.com (click here if video is not observable) 

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Emerging economies in 2013 – Economist

Posted on January 2, 2013 by macromon

Great perspective on the emerging markets. “China’s ‘authoritarian growth miracle’ is over…. they just don’t last” – William Easterly Which countries will be the economic success stories of 2013? William Easterly, professor of economics at New York University, and Dambisa … Continue reading →

Posted in BRICs, China, Video | Tagged , , | 2 Comments

China’s Economic Glide Path

Posted on December 27, 2012 by macromon

The Economist out with an interesting piece on China’s economic growth. China faces a more sober economy in 2013 TO ITS many critics, the momentum of China’s economy is sustained by nothing but an outpouring of investment in plant, infrastructure … Continue reading →

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Stratfor: Political Change in Asia

Posted on December 22, 2012 by macromon

Good background on the changes coming as the result of Japan and South Korea’s elections.   Good stuff. Stratfor’s Vice President of East Asia Analysis Rodger Baker discusses this week’s elections in Japan and South Korea and the effects on the … Continue reading →

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