The two-day Obama-Xi summit at the Annenberg Retreat in California was an unprecedented event in relations between China and the United States. The focus of the summit, as reported, was on enhancing understanding and not on determining immediate deliverables. The summit concluded last week, so we asked readers this week whether they expect to see major changes in China-US relations going forward. Read more
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The author of “Red Capitalism” and “Privatizing China” is not optimistic about the substance and pace of financial and economic liberalization. Read more
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Lim Chow Kiat, CFA, group chief investment officer of the Government of Singapore Investment Corporation, tackled one of the most vexing questions in the investment world today: how to invest in a low-yield world. Read more
Leave a CommentWith unprecedented changes in the foreign institutional investor quota and related rules, as well as the hint of further new policy moves by the government, the China A-Shares market is starting to attract investor interest once again. Read more
Leave a CommentVikram Mansharamani, a lecturer at Yale, discusses five lenses for identifying historical asset bubbles that then burst and provides examples of where his lenses point to a bubble (China) and where they don’t point to a bubble (food prices). Read more
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Antoine van Agtmael argues that an industrial renaissance in the United States is eroding the competitive edge of emerging markets. Read more
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A mutual recognition platform enabling cross-border fund distribution between China and Hong Kong could become a game changer for the global fund management industry and usher in new competition for popular fund domicile jurisdictions like Luxembourg and Ireland. Read more
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Events on the Korean peninsula have been unfolding quickly. Is North Korea’s latest sabre-rattling truly an investment risk? Or for those with a longer time horizon, is it a buying opportunity? Read more
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