Reserve Cut Doesn’t Signal About-Face in China’s Monetary Policy
Caixin | China’s central bank recently made a “targeted reduction” of banks’ reserve requirement ratio, less than two months after its last such move, drawing market attention.
China
China’s Drift Towards Technology: Registered More Patents Than Any Other Country Last Year
For both China and the US, government policy is more important than monetary policy right now. “Interesting that for China, many of its perceived problems are being dealt with through greater use of technology”, explains Mark Tinker, Head of Framlington Equities Asia at AXA IM.
Unpacking China’s bond market: world’s third largest; foreigners own only 1.6%
China has the world’s second largest economy and, at circa US$12tn, the world’s third largest bond market. According to AXA IM’ findings this market will continue to grow and transform with the rest of the economy, which “we believe will become more capital-market oriented and open to foreign investors
Collateral Damage In Europe?
Jens Bastian via Macropolis | Like a deer caught in the headlights of an oncoming truck, EU member states and candidate countries aspiring to join the club in Brussels are watching with growing trepidation the escalating trade conflict between the United States and China.
Why This Round Of U.S. Protectionism Is Different
By Alicia Garcia Herrero and Jianwei Xu via Caixin | It is not the first time that the world has been caught in the China-U.S. crossfire, but the US protectionist move looks different this time. In fact, they are broader-based both as they involve a much larger number of products and in that they also target the global competition for US companies and not only the US market.
Chinese Investors Shouldn’t Neglect Indian Corporate Technology Firms
S. Ramakrishna Velamuri via Caixin | A leading Indian business daily reported on March 6 that Chinese corporations had made investments of $5.2 billion in Indian early- and growth-stage companies in 2017, and the figure for the first two months of 2018 had already crossed $1 billion.
China Drags US Farmers Into Trade Dispute
In response to the US tariffs on Chinese exports worth USD 50 billion, it threatened to impose levies of 25% on a range of US goods worth about the same amount, including soybeans. The US is one of two world’s largest sellers of soybeans, together with Brazil. China is the world’s dominant buyer, accounting for more than 60% of all imports
Germany’s Fears Continue To Increase (Now It’s China)
In February, acquisitions by Chinese investors in Germany reached a new dimension. A Chinese multi-millionaire has become the biggest shareholder in Daimler AG. The entrance of the influential Li Shufu into the world of Mercedes is proof of the scary Chinese presence in German companies (Deutsche Bank, the robots manufacturer Kuka and in many high tech firms).
Chinese Investment In Spain: Open For Business, But Not At Any Price
Mario Esteban and Miguel Otero-Iglesias | As in many other European countries, Chinese investments in Spain have increased spectacularly over that past years. Nonetheless, there has not been a public or political debate around the topic, and even less a thorough reflection by the government, the media and the academic community at large about the implications of these investments.
“It’s A Mystery Why So Much Innovation Is Not Reflected In Productivity”
“Competition is especially important for innovation and some of the big (US) companies also have a lot of power in the market…but it’s difficult to keep innovating.”