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The geopolitical risks facing investors are the most acute in decades
by
David Kotok | Cumberland Advisors
|
CHINADebate
April 1, 2017
Xi Jinping: 'The East is Rising' | Yes. Rising against China
August 24, 2023
‘The U.S. Has Tactics, But No China Strategy’ | Bill Zarit
July 23, 2023
‘Is Xi Coup-proof?’ (after the march on Moscow, I have to ask)
July 10, 2023
Xi Jinping: 'Change unseen for a 100 years is coming.'
April 2, 2023
Xi Jinping: Bad Emperor?
January 2, 2023
'Strangling with an intent to kill.’
November 22, 2022
Xi's China: 'less reliable, less predictable, and less efficient'
October 31, 2022
Xi Jinping: ‘Crossing a threshold to outright dictatorship?’'
October 18, 2022
The 20th Party Congress with All Eyes are on Xi Jinping
October 10, 2022
China Coup: How Worried Should Xi Be?
September 26, 2022
'How do you spy on China?'
September 18, 2022
Xi’s Dangerous Radical Secrecy
September 5, 2022
Building Biden's 'Great Wall' Around China
July 10, 2022
A Debt Crisis of its Own Making
July 1, 2022
No. Ukraine Won't Change Xi's Plans - or Timetable - for Taiwan
June 22, 2022
'The competitiveness of China is eroding.'
June 12, 2022
U.S.-China Relations: A Chinese Perspective
June 5, 2022
Is Xi Jinping China's Biggest Problem?
May 30, 2022
The Next U.S.-China Crisis: CEOs & Boards Are Not Ready
May 22, 2022
China GDP: 'A very long period of Japan-style low growth.’
May 14, 2022
'Zero Covid' & the Shanghai lockdown
May 1, 2022
Is China's Tech 'Crackdown' Really Over?
April 17, 2022
China: 'Sleep Walking into Sanctions?'
April 17, 2022
Russian Sanctions' Impact on China
April 5, 2022
Faint Cracks
March 21, 2022
Is China in a Bind?
March 13, 2022
Under Construction: Two (Opposing) World Orders
February 19, 2022
'A Fateful Error'
February 17, 2022
Ukraine, Taiwan, & the 'Nightmare Scenario'
February 2, 2022
This is Mr. Xi's Big Year - and Nothing Better Spoil It
January 18, 2022
Bachelors, Mother-in-Laws, & China's Economy
January 5, 2022
Q&A 6 | China Reverse Its Declining Birthrate?
December 30, 2021
Shang-jin Wei Presentation-1 | Drivers of Growth Momentum
December 30, 2021
Q&A 1 | How Much Does the Gender Imbalance Contribute to China’s Rising Housing Prices?
December 30, 2021
Q&A 4 | Is China Exporting Inflation?
December 30, 2021
Q&A 2 | Will the Gender Imbalance Keep Housing Prices Firm in the Medium Term?
December 30, 2021
Q&A 3 | Property 2022: Stabilization or Growth?
December 30, 2021
Shang-jin Wei Presentation-3 | Analyzing the Gender Imbalance Data
December 30, 2021
Shang-jin Wei Presentation-2 | Gender Imbalance as a Driver of Housing Prices
December 30, 2021
Q&A 5 | Will Xi Continue to Favor the State Over the Private Sector?
December 30, 2021
Q&A 7 | Why Did Beijing Ban Online Tutoring?
December 30, 2021
What Are Your Top of Mind Concerns?
December 30, 2021
Getting (Xi Jingping's) Priorities Straight
December 7, 2021
Look Through the Rights Lenses
December 7, 2021
Sometimes You Just Have to Roll the Dice
December 7, 2021
Watch What Beijing Says - and Does
December 7, 2021
'Biden Has a Summit With Xi, but No Strategy for China'
November 23, 2021
Xi Jinping's Leadership: 'The Inevitable Outcome of History'
November 23, 2021
'Xi Jinping has made sure history is now officially on his side'
November 23, 2021
'America's China Plan: A Proposal' by Clyde Prestowitz
November 9, 2021
Why China Won't Invade Taiwan - Yet
October 27, 2021
An Energy Crunch. China's Latest Crisis. They Just Keep Piling Up.
October 17, 2021
Just How Contagious is Evergrande?
October 7, 2021
'This Time Feels Different'
September 27, 2021
AUKUS: A New World Order?
September 19, 2021
Xi Jinping: Today, video games. Tomorrow, well ... just be good.
September 7, 2021
The Taliban: 'China's Perfect Partner'?
August 28, 2021
'Xi’s Dictatorship Threatens the Chinese State'
August 15, 2021
'Are you tired of losing yet, America?'
August 15, 2021
China Economy: Industrial Production Down, Demand Resilient
August 15, 2021
'China Signals More Regulation for Businesses in Coming Years'
August 15, 2021
‘Global investors shocked to have discovered that China is run by Communists.’
August 5, 2021
'Shocked Investors Scour Xi’s Old Speeches to Find Next Target'
August 5, 2021
Don't Say Xi Jinping Didn't Warn You
August 5, 2021
'China Wants Manufacturing—Not the Internet—to Lead the Economy'
August 5, 2021
'Stock Market: China Doesn’t Care How Much Money Investors Lose'
August 1, 2021
'Xi's Four Pillars of Regulation'
August 1, 2021
China's Tech Crackdown: 'Nobody Saw It Coming.' — Huh?
August 1, 2021
'Why China Is Cracking Down on Its Technology Giants'
August 1, 2021
'The most significant philosophical shift since Deng'
August 1, 2021
How China's Middle-Class China is Transforming China and the World
July 25, 2021
Part 2 | The DiDi VIE (as an example)
July 22, 2021
Part 1 | 'Owning Chinese Companies Is Complicated'
July 22, 2021
'Tell me lies, tell me sweet little VIEs'
July 22, 2021
Part 3 | Revising the Rules
July 22, 2021
China: Signals Blinking Red & Oops, We Missed the Risks
July 22, 2021
'Crackdown on US listings: Will China close $1.6tn VIE loophole?'
July 22, 2021
Why the U.S. Lacks Leverage over China
July 18, 2021
'I will aim for Mao's Status.'
July 18, 2021
'US warns companies of risk of doing business in Hong Kong'
July 18, 2021
'Biden’s Warning on Hong Kong'
July 18, 2021
'China Plans to Exempt H.K. IPOs From Cybersecurity Reviews'
July 18, 2021
Hong Kong and the Limits of Decoupling
July 18, 2021
Part 1 | 'Joe Biden is determined that China should not displace America'
July 15, 2021
The Biden Doctrine and Its Discontents
July 15, 2021
Part 2 | Joe Biden is determined that China should not displace America
July 15, 2021
'What's Wrong with Biden’s new China doctrine'
July 15, 2021
Didi: Xi Surprises Us Again
July 8, 2021
The Chinese Point of View
July 4, 2021
'How Corruption Powers China's Economy'
July 4, 2021
'How Beijing Sees U.S.-China Relations'
July 4, 2021
Five Themes that Point to Where the Chinese Communist Party & China are Heading
July 1, 2021
From Rebel to Ruler: One Hundred Years of the Chinese Communist Party by Tony Saich
July 1, 2021
'From Rebel to Ruler': Tony Saich on Chinese Communism at 100
July 1, 2021
European Chamber in China: 'Business Confidence Survey'
June 27, 2021
'How China & America Should Compete'
June 27, 2021
'Jimmy Lai & the Death of Free Speech in Hong Kong'
June 27, 2021
'European Companies in China: Between Decoupling and Onshoring'
June 27, 2021
'Apple Daily closed, but press freedom stays in Hong Kong'
June 24, 2021
Bitcoin’s growing energy problem: ‘It’s a dirty currency'
June 24, 2021