Chinaintelligence

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China: der nächste Horizont. Ein Kompass für Anleger und Unternehmer.

China: Der nächste Horizont.

Verlag Neue Zürcher Zeitung, Frankfurter Allgemeine Buch, June 2016.

Please order the book:

http://www.chinaintelligence.com/book.html

Im Reich der (in)effizienz

Im Reich der (in)effizienz

In China gehen lähmende Ineffizienz und höchste Effizienz Hand in Hand.

PUNKT Magazin, November 2016

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Das Glas ist halb voll

Das Glas ist halb voll

Chinas Wirtschaft ist im Umbruch, Konsum und Dienstleistungen wachsen rasant, und die chinesischen Finanzmärkte werden reformiert. Diese Konstellation bietet interessante Investitionsmöglichkeiten. Die Frage ist, ob die Reformen schnell genug umgesetzt werden.

Anlegen mit Weitsicht, Beilage der Finanz und Wirtschaft, Oktober 2016

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www.10x10.ch/china-das-glas-ist-halbvoll/

 

 

Aufwertung wichtiger als Wachstum

Aufwertung wichtiger als Wachstum

China: Aufwertung der Wirtschaft wichtiger als Wachstum

SWISSEXPORT JOURNAL, Q4 2016

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themonthlydragon #14 dated June 1, 2016

themonthlydragon #14 dated June 1, 2016

China-related topics which appear in many Western media.
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thequarterlydragon #4 dated May 1, 2016

thequarterlydragon #4 dated May 1, 2016

Deleveraging? 明天, ming tian, tomorrow!
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themonthlydragon #13 dated Mayl 1, 2016

themonthlydragon #13 dated May 1, 2016

China – a «barbell» economy.
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themonthlydragon #12 dated April 1, 2016

themonthlydragon #12 dated April 1, 2016

Putting a higher priority on growth, rather than reforms – an understandable but dangerous policy.
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themonthlydragon #11 dated February 1, 2016

themonthlydragon #11 dated February 1, 2016

Official figures point to China growing more than the size of Switzerland in 2015, RMB challenges, cheap HK equities and the Disneyland Index.


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themonthlydragon #10 dated January 1, 2016

themonthlydragon #10 dated January 1, 2016

2016 got off to a difficult start, and the year of the monkey won't change that anytime soon.
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themonthlydragon #9 dated December 1, 2015

themonthlydragon #9 dated December 1, 2015

November 2015: the month China was embraced by major Western financial institutions.
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themonthlydragon #8 dated November 1, 2015

themonthlydragon #8 dated November 1, 2015

China: the never-ending story of growth vs. reforms.
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thequarterlydragon #3 dated October 1, 2015

thequarterlydragon #3 dated October 1, 2015

«SOE’s: the low-hanging fruit in China’s economic reform process?»
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themonthlydragon #7 dated October 1, 2015

themonthlydragon #7 dated October 1, 2015

China: more of the same and more disparity.
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themonthlydragon #6 dated September 1, 2015

themonthlydragon #6 dated September 1, 2015

Many signs of weakness support our view that GDP growth in China will decline to below 5% in a few years.
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themonthlydragon #5 dated August 1, 2015

themonthlydragon #5 dated August 1, 2015

Equities don't matter that much. It's more about real estate. Real estate prices are stabilizing.
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thequarterlydragon #2 dated July 3, 2015

thequarterlydragon #2 dated July 3, 2015

Will the China equity rally continue? Yes, it may very well do so
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themonthlydragon #4 dated July 1, 2015

themonthlydragon #4 dated July 1, 2015

Don't underestimate Beijing!
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themonthlydragon #3 dated June 1, 2015

themonthlydragon #3 dated June 1, 2015

Wrong direction – let's do a U-turn!
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themonthlydragon #2 dated May 1, 2015

themonthlydragon #2 dated May 1, 2015

China: weak industrial sector, strong consumption and misunderstood QE.
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themonthlydragon #1 dated April 1, 2015

themonthlydragon #1 dated April 1, 2015

It’s the commodities, stupid – and nothing new from the «conflict-of-interest-zone» which deals with the risk that deleveraging might hurt growth.
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thequarterlyydragon #1 dated April 1, 2015

thequarterlyydragon #1 dated April 1, 2015
FOCUS TOPIC Residential real estate: pricey overall but not bubbly,
and not crashing anytime soon. High equity financing and no mortgage
collateralization mean that China's residential property market is no systemic risk to the economy.
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