China

China – Cultural Divide and Trade Wars

Western commentators and analysts find China troublesome to fathom. This is due to the ‘free market’ prism through which they look through. It is a fundamentally flawed starting position when trying to understand China! This further complicates dealing with China in a Trade War. Cultural Divide There is a Cultural Chasm which is impossible for …

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The extent of Chinese forward planning

Where economic rationality is expected and not delivered due to the east v west cultural divide it leads to investment mistakes. This is a key area maths has a role to play – seeing through the noise and getting to the heart of the share price behaviour.

Inverted yield curve. China Outwits the US, again!

The US backtracked from the recent Trump “tariff tweets” due to be implemented on September 1.  Essentially, Trump admitted that U.S. consumers were bearing the brunt of the impact and decided to delay tariffs, recognizing the negative impact further tariffs would have on the U.S. economy. He has lacked the understanding of the effect of …

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Stock Market Cultural Chasm – Eastern versus Western Logic

Cultural Chasm in the Understanding China Series Western commentators and analysts find China troublesome to fathom. This is due to the ‘free market’ prism through which they look at the share market. It is a fundamentally flawed starting position when trying to understand China! Cultural Chasm There is a Cultural Chasm which is impossible for …

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Chinese longevity

Longevity of China: Part 1 Lowering Growth to a Sustainable Pace

Part of the Understanding China Series Forward Planning – China’s 5 year Plan Chinas five-year plans are the closest thing to an election manifesto for the Communist Party, laying out its longer-term priorities. But since the party still has overwhelming power, the plans carry real weight and China has a way of following through on …

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