If you’re an experienced bond manager perhaps you may find new opportunities in Shandong and Jiangsu (see the last link). And if you want to get involved in the TCM export business, look at the CER article as well.
Thanks to James and Sinocism for some of the links:
- Beijing’s War on Shadow Banking from The Wall Street Journal (from Mark DeWeaver, discussing credit and liquidity)
- The Threat Of A Declining China from International Business Times (also from Mark, from a couple weeks ago regarding geopolitics)
- China’s largest algal bloom turns the Yellow Sea green from The Guardian
- China’s Local Debt Mystery from The Wall Street Journal
- Canada Loses Luster as Destination for Corrupt Chinese Cash from The Wall Street Journal (ill gotten gains amounting to $2.83 trillion between 2005-2011, how many are party affiliated?)
- Chinese medicine plays by Western rules to gain acceptance from China Economic Review (i used to be extremely skeptical towards the efficacy of TCM but have come around on some of it)
- China, Switzerland sign free trade agreement from Reuters (watch makers rejoice!)
- The Politics of a Slowing China from Project Syndicate (when you’re the only game in town, hard to compete with)
- Could poor planning turn China’s city centers into slums? from China Economic Review (yes, as has happened with many gov’t housing projects in north america)
- China Milk-Powder Investigation Risks Turning Sour from The Wall Street Journal (shaun provided a number of quotes for my book as well)
- Alibaba’s Asset Securitization Product Approved from Caixin (finally some real competition for the SOEs)
- China Allows Two More Local Governments to Issue Bonds from Caijing (will they shut them down like they did in previous bond-issuance attempts?)