Articles & Contributions from Members & Partners


Zero-Covid policies threaten Hong Kong’s place in the world

Tabby Kinder, Leo Lewis, Tom Mitchell, Primrose Riordan, Chan Ho-Him: The Financial Times: 14th of January 2022 Zero-Covid policies are calling in to question Hong Kong’s reputation as an international hub of business and finance. Global Financial centers depend on the free movement of people and ideas. That is impossible under the current restrictions and…

US/China trade

Security not economics is likely to drive US trade engagement in Asia

Gary Clyde Hufbauer and Megan Hogan: East Asia Forum: 9th of January 2022 US trade engagement in Asia had a transitionary year in 2021. To curtail Chinese influence, the US is striving to increase its Indo-Pacific engagement. The recently announced ‘Indo pacific framework’ is how the US aims to engage with Asian states. However, the…

With Evergrande’s managed collapse, Beijing is sending mixed messages to the markets

Eswar Prasad, Fortune – 6 October 2021 Speaking of the collapse of China’s property giant Evergrande, this article on Fortune states “as implicit guarantees of debt or equity disappear, and as Beijing continues its frontal assault of some of its most prominent companies, investments in China now seem a highly risky proposition”. Read the full…

Analysis: What lies beneath? Hidden debt fears feed China’s property woes

Samuel Shen, Marc Jones and Claire Jim, Reuters – 21 October 2021 As China Evergrande Group trudges on to what looks like the country’s biggest ever corporate failing, this article on Reuters analyses what lies beneath: the hidden debt fears feeding China’s property woes. Read the full article here.

China’s Property Tax Has Look of a Death Foretold

Matthew Brooker, Bloomberg – 21 October 2021 “Some things are so predictable you could almost set your watch by them” according to this opinion article on Bloomberg: China’s planned property tax has been met with resistance from Communist Party leaders, who say that the drastic alterations to the underlying dynamics of the real estate industry…

Why China’s Economy Is Threatened by a Property Giant’s Debt Problems

Alexandra Stevenson and Cao Li, The New York Times – 21 October 2021 How could a property giant’s failure affect China’s economy? According to this article on The New York Times, “Panic from investors and home buyers could spill over into the property market and hit prices, affecting household wealth and confidence. It could also…

Time for orderly resolution for Evergrande is running out

The Economist – 23 October 2021 Time is running out to avert further turbulence in China’s property market as China’s regulators fail to make a plan for delivering on already promised projects, according to this article on The Economist. Read the full article here.