Serious investment thinking that doesn’t take itself too seriously.
In this original series, Dr Helen Bao (Department of Land Economy, University of Cambridge) analyses the history of private property ownership in China, drawing on both academic research and her own family history
In this month’s article, I discuss one of the biggest issues in global finance, which is whether to invest in China or not…
Saturday December 22 marked 40 years since China began its long march of economic reform and opening up. The particular anniversary is of the end of the 3rd plenary session of...
There had been much speculation about President Xi Jinping’s long-awaited speech in the Great Hall of the People marking the 40th anniversary of ‘Reform and Opening Up’. Although...
The U.S-China trade relationship has clearly entered unchartered territory. The introduction of new and retaliatory tariffs indicates that no resolution is in sight. But where...
This week, China opened the longest sea bridge in the world. Spanning the Pearl River, the 55-kilometre bridge, which submerges into a tunnel briefly so as not to interfere with...
Southern China is experiencing a once-in-a-century transformation. The change will be societal. The transition will be economic. The outcome will forever alter the fortunes of...
Since China’s economic take-off in 2000, investment has driven GDP whilst the contribution of consumers’ spending diminished. This is common in export-oriented economies, but...
How China’s fourth provincial level city controlled property prices with land supply.