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Has the Alibaba Train Left the Station?

Has the Alibaba Train Left the Station?

by Afshin Molavi | Sep 2, 2020 | China Economy, China Equities, Emerging Market Multinationals, Emerging Markets, NewPost, Original Articles

Is it time to buy Alibaba? That’s the question posed by the popular investment newsletter, the Motley Fool, published in Yahoo Finance. The author of the piece, Anders Bylund, notes that the NYSE-listed Chinese e-commerce giant “is on a roll” and...
The Top Ten Largest Chinese Companies

The Top Ten Largest Chinese Companies

by Afshin Molavi | Sep 1, 2020 | China Economy, Emerging Market Multinationals, Emerging Markets, Globalization, NewPost, Original Articles

The Fortune magazine Global 500 annual list of the world’s largest companies by revenue has always been a high-profile, headline-grabbing snapshot of global business. This year, however, it’s also a snapshot of our emerging geo-economic order. For the...
Charlie Lay: Demand Shocks and the Death of the Bull Market

Charlie Lay: Demand Shocks and the Death of the Bull Market

by Afshin Molavi | Apr 7, 2020 | China Economy, Globalization, Interviews, NewPost, Original Articles

I recently met Charlie Lay in November of 2019 at the CommerzBank Emerging Markets Macro Conference held in Dubai. Charlie is a Singapore-based senior economist and FX strategist at CommerzBank, one of Germany’s largest banks and its biggest player in trade...
US Asset Managers Set to Launch Mutual Fund Units in Shanghai

US Asset Managers Set to Launch Mutual Fund Units in Shanghai

by Afshin Molavi | Mar 23, 2020 | China Economy, China Equities, Coronavirus/Covid-19, Emerging Markets, NewPost, Original Articles, Shanghai

BlackRock, Fidelity International other major players signal interest in setting up majority-owned mutual fund units in Shanghai, Shenzhen Daily and news agencies report.   From April 1, US and global players will be allowed majority ownership in mutual fund and...
BMW Doubling Down on China Market

BMW Doubling Down on China Market

by Afshin Molavi | Mar 23, 2020 | China Economy, China Equities, Coronavirus/Covid-19, Emerging Market Multinationals, Emerging Markets, NewPost

Even amid the ongoing Covid-19 pandemic, German carmaker BMW sees enormous potential in the China market and has pledged to ramp up its production in the world’s largest auto market. This from China Daily BMW AG is considering scaling up its investment in China...
Oliver Stelling on China’s Coronavirus Response

Oliver Stelling on China’s Coronavirus Response

by root | Feb 6, 2020 | China Economy, Globalization, NewPost

A column by Oliver Stelling, a Dubai-based strategic communications adviser. Oliver has spent more than 20 years working with corporate and government clients in the fast-moving markets of China, Southeast Asia and the Middle East. The Coronavirus: High Stakes and a...
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China-Africa Research Initiative (SAIS)

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SupChina

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Barron’s Emerging Markets

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HSBC News and Insights

beyondbrics – FT

Sinology by Andy Rothman, Matthews Asia

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Carnegie China Financial Markets – Michael Pettis

Marginal Revolution – Tyler Cowen and Alex Tabarrok

The Frontier Strategy Emerging Markets Blog

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Wisdom Tree Emerging Markets Blog

Standard Chartered Insights

World Economic Forum – The Agenda

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Global Edge (Michigan State U. Business Blog)

The Signal (Eurasia Group blog)

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The China File (Asia Society)

Tea Leaf Nation (Foreign Policy blog on modern China)

China Power (The Diplomat)

Nikkei Asian Review’s Viewpoints

Asia Dialogue (University of Nottingham)

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