Tag Archives: China

Stratfor: Mexico’s Reset with China

Posted on April 8, 2013 by macromon

Stratfor Latin America Analyst Elias Kraushaar discusses how increasing trade and investment opportunities between Mexico and China will affect the future of the two countries’ bilateral relationship. For more analysis, visit: http://www.Stratfor.com (click here if video is not observable)

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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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The international cyberwar intensifies

Posted on February 21, 2013 by macromon

Keep this on your radar. Newly released reports tie years of cyber attacks against the U.S. to the Chinese military, triggering the potential for more aggressive action from the White House. We look back at a Washington Post special report … 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

Weekend Lecture: Demystifying the Chinese Economy

Posted on January 11, 2013 by macromon

London School of Economics Speaker: Professor Justin Lin Chair: Professor Danny Quah Recorded on 18 December 2012 in Old Theatre, Old Building. Justin Yifu Lin is the former World Bank Chief Economist and Senior Vice President, Development Economics. In his … Continue reading →

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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