China's Economy

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China, a low-productivity superpower

In the space of just a few decades, China has risen to the rank of a world power, and certainly an Asian regional power. And now China and the US have locked horns in a great-power struggle over trade, foreign investment, intellectual property, technology-transfer policies, industrial policy, cyber

By John West

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Economic diplomacy: Indonesian trade, ADB v BRI and Chinese money

Slow but steady It has often been said that despite periodic diplomatic upheavals, Australia has been fortunate to have a sprawling multi-ethnic Asian neighbour to its north that has managed to remain largely unified. But here’s a fresh take on Indonesian stability that puts the recently agreed

By Greg Earl

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Economic diplomacy: China dependency and a notable departure

Switch hitting If Australia’s senior international ministers were surprised by the sharpness of US Secretary of State Mike Pompeo’s approach to economic dependence on China at the recent AUSMIN talks, they should have studied the US trade data the previous day. A great divergence

By Greg Earl

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Balancing act: China’s nationalist consumer boycotts

In June, a controversial statement from a UBS economist set off a firestorm in mainland China, causing serious trouble for the Swiss banking behemoth in one of its most important markets. Nationalist anger circulated on Chinese social media. The company apologised for the remarks and placed the

By Elliott Zaagman

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China’s Belt and Road Initiative, from the inside looking out

China is sparing no efforts in promoting the Belt and Road Initiative (BRI), which, as Beijing claims, aims to enhance regional connectivity between China and countries in Asia, Africa, Europe, South America and even the Pacific. The role for SOEs is a two-way process. SEOs could affect China’s

By Denghua Zhang, Jianwen Yin

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China’s financial risk and lessons from the Baoshang Bank collapse

The recent collapse and restructuring of Baoshang Bank – a smaller but still large bank based in Inner Mongolia in China – has once again raise the issue of the likelihood of a financial crisis in China. I argued last year (China’s looming financial crisis) that a financial crisis has been

By Stephen Joske

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Averting a global calamity? Trump and Xi at the G20

The outlines of a trade deal between the United States and China are there. But without a return to the negotiating table, the dispute could rapidly escalate, magnifying the damage to world growth

By John Edwards

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2019: a rough road ahead for Xi

In 2018, Xi Jinping seemed to be in an almost unassailable position in Chinese politics. China’s president started the year with the sort of political power that few since Mao have enjoyed, with what was seen as an emphatic victory for him at the 2018 National People’s Congress for his proposal

By Thomas Olsen-Boyd

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Why China’s financial system remains closed

While China still uses the rhetoric of “reform and opening up” its financial system remains relatively closed and is set to get even more unfriendly for foreign investors despite some recent announcements on liberalisation. The recent news that China continues to delay access by Visa and

By Stephen Joske

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Economic conflict between America and China: A truce declared, the talks begin

The real issue in the US–China trade negotiation is the dramatic change in China’s economy evident over the past decade

By John Edwards

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US versus China: the economic model

With the US–China economic rivalry intensifying and “decoupling” becoming the mantra in Washington, what mindset, or economic model, is behind President Donald Trump’s response to China? Trump is a Republican, but not as we know them. Republicans favour free international trade,

By Stephen Grenville

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The geopolitics of China’s tax reforms

The continued legitimacy of the Chinese government under President Xi Jinping, as it was with former president Hu Jintao, depends on two main pillars: improvements in people’s material wellbeing and a strong sense of national pride. The notion that the government will improve the Chinese people’

By Merriden Varrall

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China’s tech bubble

In the four decades that have followed China’s initial stage of post-Mao “Reform and Opening Up”, the world has learned to expect great things from the Middle Kingdom’s centrally-planned economy. It has established itself as the low-end “factory of the world” and orchestrated an

By Elliott Zaagman

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China’s looming financial crisis

Governor of the Reserve Bank of Australia Philip Lowe’s speech last week highlighting the risks to the Chinese financial system from shadow banks – non-bank financial institutions often operating in more lightly regulated wholesale markets – has once again drawn attention to the

By Stephen Joske

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China opens its financial institutions to the world – sort of

If you believe the headlines, a new era of financial openness has started in China. Certainly, the number of recent announcements is unprecedented in terms of scope. This month saw index provider MSCI announce details about the inclusion of “China A” shares in its much-followed emerging

By Fraser Howie

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Australia, Asia, and the “Wealth of Nations”

How does Australia’s economy align with those of our Asian neighbours? What are the development challenges facing nearby South East Asian countries? And just how large is China’s economy? These questions are of particular interest this week as the ASEAN-Australia Special Summit is held in Sydney

By Peter McCawley

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China’s economic gloom merchants

Markedly slower growth and imminent financial crisis have been the common dual predictions for China over the past decade. China’s growth has indeed slowed from its unsustainable breakneck pace in the two decades before the 2007–08 global crisis, but since then has settled down to a steady 6–7

By Stephen Grenville

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Economic diplomacy brief: Trump turns global, Pacific aid, Chinese tourism, and more

Davos men With the North Korean nuclear threat seemingly sidelined until after the Winter Olympics at least, this geopolitical year is starting in a curiously similar way to last. US President Donald Trump will share more than a dubious hairdo with Chinese President Xi Jinping next week when he

By Greg Earl

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Risk aversion in domestic Chinese politics

The 19th Party Congress was a watershed for the Xi administration. Feverish speculation about candidates for promotion the Politburo Standing Committee is over, but their policy significance much as before: enigmatic. There is a natural interest in factional or interest group allegiance. It is now

By David Kelly

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Xi Jinping's state capitalism is here to stay

Originally published in the Australian Financial Review

By Roland Rajah

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Xi Jinping's moment

Xi Jinping, a politically daring, economically cautious, Chinese leader is certain to win a second five-year term at the 19th Party Congress, but his harsh line against his opponents, and his timidity on the economy, may come back to haunt him in his second term

By Richard McGregor

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China’s financial concerns

The China bears have been around for years, continuously predicting the end of China's stellar growth story. In 2012 Michael Pettis expected annual growth to average 3% over this decade and in 2015 Tyler Cowen warned of an imminent disastrous financial collapse. So far, so good. China's

By Stephen Grenville

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Understanding China’s Belt and Road Initiative

China’s Belt and Road Initiative is one of President Xi’s most ambitious foreign and economic initiatives. It reflects a combination of economic and strategic drivers, not all of which can be easily reconciled. Photo: Flickr/Johannes Zielcke.

By Peter Cai

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Barnaby Joyce's mixed messaging on property rights

There’s been a good deal of mixed messaging coming from Australia's Deputy Prime Minister Barnaby Joyce recently. This week he made headlines by declaring to an audience (which included the Chinese ambassador) that Labor's policies for insisting on rules concerning vegetation

By James Laurenceson

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G20 Monitor: The Chinese 2016 G20 host year

The 19th issue of the G20 Monitor focuses on the state of the G20 in the initial months of the Chinese G20 Presidency and examines policies that could contribute to the G20’s core goal of improving global economic growth. Photo: Getty Images/ChinaFotoPress

By Zhang Haibing, Wang Yuzhu, Bill Brummitt, Laura Walsh, Mike Callaghan, Adam Triggs, Tristram Sainsbury

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China's hazy GDP numbers more confusion than conspiracy

China's hazy GDP numbers more confusion than conspiracy Leon Berkelmans Australian Financial Review 22 January 2016 Click here for the online text

By Leon Berkelmans

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US global economic leadership: Responding to a rising China

In this Analysis, Lowy Institute Research Fellow Tristram Sainsbury examines the evolving global economic leadership roles of the United States and China

By Tristram Sainsbury

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China Australia relationship needs to broaden from trade

China-Australia relationship needs to broaden from trade James Brown The Saturday Paper 30 August 2014 Please click here for the online text

By James Brown

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Chinese Assistance in the Pacific: Agency, Effectiveness and the Role of Pacific Island Governments

Chinese Assistance in the Pacific: Agency, Effectiveness and the Role of Pacific Island Governments Philippa Brant and Matthew Dornan Asia & the Pacific Policy Studies Please click here for full online text

By Philippa Brant

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Taiwan’s 2020 Elections

Avoiding war: How states negotiate

China's Economy

China, a low-productivity superpower

Economic diplomacy: Indonesian trade, ADB v BRI and Chinese money

Economic diplomacy: China dependency and a notable departure

Balancing act: China’s nationalist consumer boycotts

China’s Belt and Road Initiative, from the inside looking out

China’s financial risk and lessons from the Baoshang Bank collapse

Averting a global calamity? Trump and Xi at the G20

2019: a rough road ahead for Xi

Why China’s financial system remains closed

Economic conflict between America and China: A truce declared, the talks begin

US versus China: the economic model

The geopolitics of China’s tax reforms

China’s tech bubble

China’s looming financial crisis

China opens its financial institutions to the world – sort of

Australia, Asia, and the “Wealth of Nations”

China’s economic gloom merchants

Economic diplomacy brief: Trump turns global, Pacific aid, Chinese tourism, and more

Risk aversion in domestic Chinese politics

Xi Jinping's state capitalism is here to stay

Xi Jinping's moment

China’s financial concerns

Understanding China’s Belt and Road Initiative

Barnaby Joyce's mixed messaging on property rights

G20 Monitor: The Chinese 2016 G20 host year

China's hazy GDP numbers more confusion than conspiracy

US global economic leadership: Responding to a rising China

China Australia relationship needs to broaden from trade

Chinese Assistance in the Pacific: Agency, Effectiveness and the Role of Pacific Island Governments

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