COMPANY LIQUIDATION IN CHINA #341 GOOD EVENING FROM LONDON Nikkei Asia provides an interesting update on the problems affecting the bankrupt Chinese conglomerate HNA Group, one of the country’s most prominent buyers of international assets. Co-founder Chen Geng + CEO Tan Xiangdong were taken away by police, according to a…

US DISOWNS “DE-COUPLING” POLICY #340 GOOD MORNING FROM LONDON A significant change in US policy to China was signalled yesterday when US Commerce Secretary Gina Raimondo said the Biden administration would push for American companies to trade with China even as Washington takes an increasingly tough posture on Beijing over…

MORE ON EVERGRANDE #338 GOOD MORNING FROM LONDON I return for the second day in succession to the toxic issue of the world’s most indebted real estate developer, Evergrande, which, says the FT today, is on the verge of default. Troubles “are reverberating across China’s property sector and the world…

How will China handle Evergrande? #337 GOOD MORNING FROM LONDON How will China handle Evergrande? Answer — in a controlled manner. The Government has been preparing for the crisis scenario since November 2018 when China’s central bank named Evangrande as one of the few financial holding conglomerates that could cause…

CHINA — WHICH ISSUE TO ADDRESS? #336

GOOD MORNING FROM LONDON

The rise of China is best expressed in the number of different issues that regularly feature prominently in the Western media; AUKUS Nuclear Submarine Initiative; Taiwan + Taiwan Straits; Hong Kong Prosperity and the new Security Law; S China…

CHINA AND COP2 #335 GOOD MORNING FROM 2021 President Xi Jinping has announced, at the UN General Assembly, that China will not build new coal-fired power projects abroad. In a pre-recorded video address he said “China will step up support for other developing countries in developing green and low-carbon energy…

MORE OF CHINA, LESS OF US — IN THE GULF #334

GOOD MORNING FROM LONDON

In a comprehensive article today, the FT notes that the UAE’s deepening ties with China are affecting the US/UAE alliance as Biden’s increasingly hawkish stance towards China worries the Gulf states. …

PROFESSOR LAWRENCE FREEDMAN GETS IT WRONG #333 GOOD MORNING FROM LONDON Sir Lawrence Freedman is an Emeritus Professor of War Studies at King’s College London. He is the Dean of British Strategic Studies”. He is also wrong on China. In an article in the Sunday Times 19 September 2021, he…

PROFESSOR LAWRENCE FREEDMAN GETS IT WRONG #333 GOOD MORNING FROM LONDON Sir Lawrence Freedman is an Emeritus Professor of War Studies at King’s College London. He is the Dean of British Strategic Studies”. He is also wrong on China. In an article in the Sunday Times 19 September 2021, he…

WAR BECKONS #332 GOOD MORNING FROM LONDON On the day that Chinese astronauts returned to earth after completing a record 3 months on China’s Tiangong space station — a milestone in the country’s ambitious space programme, the fall out from the US/UK/Australia new trilateral security partnership races around the world…

Graham Perry

My understanding of China is dethatched, objective and informed unlike most other commentators who political prejudices invade their writings.

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