I’m joined by Brian McCarthy, founder and chief strategist for Macrolens. McCarthy is a regular traveler to China, and his interactions on the mainland shaped his views of the financial risks in the Chinese market. Macrolens is a provider of independent macroeconomic research dedicated to helping investors better understand the Chinese macroeconomy. Brian has testified…
China Attempts to Work Out Capitalist Problems With an Authoritarian State Control: Brian McCarthy
April 5, 2022
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DiDi’s US Departure Will Accelerate Decoupling
Chinese ride-hailing company DiDi’s announced delisting from the New York Stock Exchange effectively ends the Chinese technology industry’s parade of public offerings in the United States. DiDi’s run as a listed company has been tumultuous. Its stock has lost nearly 50 percent of its value since its initial public offering (IPO) six months ago. While…
Is the West Decoupling From China?
November 9, 2021
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News Analysis Even before former U.S. President Donald Trump began his 2019 “trade war” with China, policymakers had begun asking questions about decoupling the two economies. Those discussions were a reaction to the co-dependent relationship that had grown up over time. Chinese development depended heavily on an ever-increasing flow of exports to the West, while…
Is US Decoupling from China?
News Commentary The pandemic and supply chain disruptions have exposed how dependent countries are on China as the world’s top manufacturing hub, and since last year there’s been a lot of debate about decoupling from China to reduce reliance on a single country. But is decoupling really happening? So far, data suggests that countries and…
China Cancels Christmas for Americans
Commentary Quick, someone call Santa. Christmas in America has been called off this year. Supply-chain disruptions in Asia mean no toys for the tots in December. At least that’s what Vice President Kamala Harris suggested on her trip to Southeast Asia, and she is right. Shelves across America were bare earlier this year, and they…
The Chinese Communist Party Shuts Down a Money Flow From Abroad
Commentary Beijing’s decisions last month cost American investors a lot of money. Regulatory moves against Chinese companies that have recently listed shares on American exchanges have all but shut down the burgeoning market for such listings. They have also sliced deeply into the value of those companies that had already been listed. On the surface,…
China Funds Trans-Eurasia Trains in a Bid to Decouple From US
May 6, 2021
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The Chinese regime paid subsidies to maintain and develop the freight train operations that connect China with Central Asia and Europe, according to government documents exclusively obtained by The Epoch Times from a trusted source. Experts said that this railway would allow China to build ties with other countries in a bid to decouple from the United…
Senator Lays Out Strategy for Targeted Decoupling With China in New Report
Sen. Tom Cotton (R-Ark.) is calling for the United States to disentangle from the Chinese regime, as it continues to steal U.S. intellectual property and spy on Americans, according to a new report compiled by his office. “The will and need to confront Communist China is growing. Now it’s time for action,” said Cotton in…
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