Podcasts about china research

In this landmark 100th episode of Current Account, Clay is joined by IIF's Gene Ma, Head of China Research and Chief Representative of the Asia/Pacific Region, to provide an update on China. Fresh off of the "Two Meetings" sessions, Clay and Gene first provide an update on economic trends from China, before analyzing a potential shift to a more consumption-led economy, how China is responding to President Trump's tariff policy, other ripple effects on China's economy from the U.S.-China relationship and more. This IIF Podcast was hosted by Clay Lowery, Executive Vice President, Research and Policy, with production and research contributions from Christian Klein, Digital Graphics and Production Associate and Miranda Silverman, Senior Program Assistant.

The results of a survey on research security in collaborations between Austria and China reveal a fundamental lack of knowledge—not only about key terms related to research security but also about the current policy strategies and recommendations shaping EU-China research partnerships. In this episode, the authors of the report, Gábor Szüdi and Philipp Brugner, discuss the urgent need for support measures to assess security risks when engaging with potential Chinese partners, including considerations around dual-use aspects. Link to the Policy Brief “Knowledge and Perception of Research Security” Gábor Szüdi and Philipp Brugner are researchers and project managers at the Centre for Social Innovation (ZSI) in Vienna, Austria. The podcast is hosted by Dr Outi Luova from the Center for East Asian Studies, University of Turku, Finland. Documents mentioned in the podcast: Council recommendation on enhancing research security (https://data.consilium.europa.eu/doc/document/ST-9097-2024-REV-1/en/pdf) Tackling R&I foreign interference (https://op.europa.eu/en/publication-detail/-/publication/3faf52e8-79a2-11ec-9136-01aa75ed71a1/language-en) Communication on economic security strategy (https://eur-lex.europa.eu/legal-content/EN/TXT/PDF/?uri=CELEX:52023JC0020) Transcript: https://www.utu.fi/fi/ajankohtaista/podcast/reconnect

This week, N2K's very own Brandon Karpf sits down with Kevin Lentz, Team Leader of the Cyber Pacific Project at the Global Disinformation Lab, and they discuss the recent threatcasting report "Cyber Competition in the Indo-Pacific Gray Zone 2035." This report, developed using the Threatcasting Method, examines how the U.S. and Indo-Pacific allies can coordinate their cyber defense efforts in response to future competition with China. It presents findings, trends, and recommendations based on twenty-five scenarios simulated by a cross-functional group of experts to anticipate and address emerging threats over the next decade. The research can be found here: Cyber Competition in the Indo-Pacific Gray Zone 2035 Learn more about your ad choices. Visit megaphone.fm/adchoices

Welcome to Truth, Lies & Work, the award-winning psychology podcast brought to you by the HubSpot Podcast Network. In this special episode, Al and Leanne dive into the intricacies of expat life with expert Nathan Cornwell. Learn how to successfully navigate the challenges of living and working abroad and understand the psychological aspects that affect expats. Nathan shares his extensive experience and research on what makes expats happy and fulfilled, and why some end up heading back home. He also provides practical advice for organisations on how to support their expat employees. Enjoy! P.S. Our normal Tuesday ‘This Week in Work' episodes will return in August! Key Topics Covered: • What is organizational psychology? • Nathan's experience living in China • Research on the challenges of expat life • The pressures of working for a foreign company • Red flags and potential pitfalls for expats • Strategies for overcoming low moments as an expat • The FLAIR model for successful expat transitions About Nathan Cornwell, Expat Consultant Nathan Cornwell is an organisational psychologist and talent management consultant specializing in expat support. He has worked with organizations like PwC, Rolls Royce, KPMG, and the United Nations. Nathan helps companies build successful workplaces globally and supports expats in achieving success in their new environments. Find out more: • Nathan Cornwell Consulting • Connect with Nathan on LinkedIn • Sign up for our upcoming live workshop with Nathan at truthliesandwork.com/workshop for a free ticket. Follow Us: • Truth, Lies & Work on Apple Podcasts • Truth, Lies & Work on Spotify • Visit our Website • X (Twitter): @TruthLiesWork • TikTok: @TruthLiesWork • Instagram: @TruthLiesWork Book a Call with Al & Leanne: https://calendly.com/truthlieswork Listen to Our Travel Podcast: A Sideways Life Mental Health Resources: United Kingdom: • Mind • Samaritans Call 116 123 or email jo@samaritans.org United States: • National Suicide Prevention Lifeline Call 1-800-273-8255 • Mental Health America • Crisis Text Line Text “HELLO” to 741741 Rest of the World: • International Association for Suicide Prevention (IASP) • Befrienders Worldwide Next Episode Teaser: Join us next time as we talk to Lee Rubin, the woman behind the amazing growth at Confetti. Lee will share her insights on building a great workplace culture through online, virtual events, which is essential listening for anyone managing a hybrid or remote workplace.

By taking the lead among major cities in scrapping all restrictions on homebuying, Hangzhou, capital of East China's Zhejiang province, and Xi'an of Shaanxi province have set the tone in terms of effecting measures that boost market confidence and help the market to stabilize, property experts said on Thursday.5月9日，房地产专家周四表示，在主要城市中，华东地区浙江省省会杭州和陕西省西安市率先取消了所有购房限制措施，为提振市场信心、帮助市场稳定的措施定下了基调。All the previous limits on home purchases in Hangzhou were canceled on Thursday. Non-locals who own residential properties in the city can apply for permanent resident status, said a seven-item notice published on the website of the local bureau of housing security and real estate management on Thursday.此前杭州的所有购房限制均于5月9日被取消了。5月9日，杭州市住房保障和房产管理局网站上发布了一则通知，包括在杭州拥有住宅房产的非本地人可以申请永久居民身份等七条措施。"Hangzhou is the first Chinese city to lift all existing curbs posed on homebuying after April 30, when the Political Bureau of the Communist Party of China Central Committee held a tone-setting conference calling for measures to digest housing inventories and optimize new supplies," said Yan Yuejin, director of Shanghai-based E-house China Research and Development Institution.位于上海的易居研究院研究总监严跃进说：“4月30日，中共中央政治局召开会议，为房地产政策定调，要求采取措施消化住房库存，优化新增供应，杭州是4月30日之后第一个取消所有现有购房限制措施的中国城市。”"Behind the easing policies are visible home price drops and withered transactions," said Li Yujia, chief researcher at the Guangdong Planning Institute's residential policy research center.广东省住房政策研究中心首席研究员李宇嘉说：“宽松政策的背后是明显的房价下跌和成交萎缩。”"All of the city's 10 districts reported declines on their average trading prices of pre-owned homes in April, ranging from 2 percent to 21 percent," said Li, citing data from the Beike Research Institute in Hangzhou.李宇嘉援引杭州贝壳研究院的数据说：“4月份，全市10个区的二手房平均交易价格都出现了下降，降幅从2%到21%不等。”Data from the China Index Academy showed a transaction downturn in the new homes market, suggesting similar measures are needed to activate potential demand.中指研究院的数据显示，新房市场交易低迷，这表明需要采取类似措施来激活潜在需求。Hangzhou's bold move may inspire easing in other cities or their districts, especially second-tier cities, that have tight restrictions on home purchases, said Gao Yuansheng, executive vice-president of the China Index Academy's East China region.中指研究院华东大区常务副总高院生表示，杭州的大胆举措可能会激励其他城市或其所在区域，尤其是二线城市，继续优化限购政策。Citing data from the China Index Academy, Gao said strict limits are still in place in housing markets across cities like Beijing, Shanghai and Shenzhen of Guangdong province as well as some core districts of cities like Guangzhou of Guangdong province, Tianjin.高院生援引中指研究院的数据说，北京市、上海市、广东省深圳市等城市以及广东省广州市、天津市等城市的一些核心区仍对住房市场实行严格限制。Like Hangzhou, Xi'an lifted all its homebuying requirements on Thursday afternoon. The new policy is expected to ease pressure on the city in Northwest China to destock its housing inventories, said Zhang Hongwei, founder of Jingjian Consulting.与杭州一样，西安也在5月9日下午取消了所有购房要求。镜鉴咨询创始人张宏伟说，新政策有望缓解中国西北部城市的住房库存压力。set the tone定调housing inventories房产库存

Adam Marré, CISO at Arctic Wolf, is diving deep into geopolitical tension with China including APT31, iSoon and TikTok with Dave this week. They also discuss some of the history behind China cyber operations. Adam shares information on how different APT groups are able to create spear phishing campaigns, and provides info on how to combat these groups.

-Jean Boivin, Head of BlackRock Investment Institute -Becky Frankiewicz, Chief Commercial Officer, President North America at ManpowerGroup-Michael Hirson, Head of China Research 22V Research Jean Boivin, Head of BlackRock Investment Institute, says the economy has entered 'a new regime' and is bullish on risk assets going forward. Becky Frankiewicz of ManpowerGroup reacts to higher-than-expected weekly jobless claims and discusses the 'amazing' resiliency of the US labor market. Michael Hirson, Head of China Research at 22V Research, breaks down Treasury Secretary Janet Yellen's visit to China.See omnystudio.com/listener for privacy information.

Michael Hirson, 22V Research Head of China Research, discusses a new NBC News report that claims Xi Jinping warned President Biden that Beijing intends to reunify Taiwan. Frances Donald, Manulife Investment Management Global Chief Economist & Strategist, says we've already entered a global easing cycle. Jim Caron, CIO, Portfolio Solutions Group, Morgan Stanley Investment Management, advises a balanced portfolio approach going into what he expects to be a 'very rocky year'. Dan Ives, Wedbush Sr. Equity Research Analyst, says Apple margins will continue to expand despite pressure from EU regulators. Aaron David Miller, Carnegie Endowment for International Peace Senior Fellow, says 'huge' problems lie ahead for the US in addressing the Houthi attacks on Red Sea shipping vessels.Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillance See omnystudio.com/listener for privacy information.

Ellen Zentner, Morgan Stanley Chief US Economist, says the nearly two-year high in US continuing jobless claims represents a needed softening in the labor market. Bill Dudley, former New York Fed President & Bloomberg Opinion columnist, says there needs to be significant changes to the treasury market in order to restore strength. Chuck Grom, Gordon Haskett Senior Retail Analyst, says Walmart, Target and Burberry's earnings indicate pressure on the entire retail sector. Michael Hirson, 22V Head of China Research, analyzes President Biden's meeting with Xi Jinping and its implications for both countries. Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillance    Full Transcript:  This is the Bloomberg Surveillance Podcast. I'm Tom Keane, along with Jonathan Farrow and Lisa Abramowitz. Join us each day for insight from the best an economics, geopolitics, finance and investment. Subscribe to Bloomberg Surveillance on demand on Apple, Spotify and anywhere you get your podcasts, and always on Bloomberg dot Com, the Bloomberg Terminal, and the Bloomberg Business app. Joining us now, we're thrilled to every usually for big events, So today's a big event. It's always a big event. When Ellen Zenner joins his chief US economist, Morgan Stanley Ellen on claims, I go to the four week moving average. How do you interpret claims with this two hundred thirty one thousand statistic? And can you say there's finally a vector in place of higher claims more pain. So I hope that there's a higher vector in place. I disagree that higher claims will be more pain. We're coming off of extraordinarily low levels. As you said, we look at the four week moving average to smooth through volatility, and it has been lifting, but it is still very low. And so what does that tell me? Something that Mike and Lisa alluded to as well, normalization slowing in normalization, good god man, that's what we've been needing, and I don't see this accelerating at an extreme pace. I've been on the road the last few days in several states meeting with corporate clients. They are finally seeing some relief in terms of how tight the labor market has been in terms of the availability of the kinds of employees that they need. We're seeing not just claims rising a bit here, but I focus on continuing claims. People that have been losing their jobs are staying unemployed for a bit longer, and that's been rising since October, so it's getting more difficult to just get re employed right away. This is the kind of softness in the labor market that we have needed, and of course it takes pressure off the FED to raise rates again. Right going on extended hold, what is the distance between normalization and an outright downturn? So well, the difference is jobs stay positive, So normalization is you've got more supply coming back into the labor market, so you see participation rates rising, which we have. That is what puts upward pressure on the unemployment rate. And we've been seeing that, and if people are having taken longer to be able to get re employed, then that should produce further upward pressure on the unemployment rate. But that just takes pressure off the labor market, pressure off of businesses, off of margins. You see wages grow more slowly, and you'll see confidence build among FED policy makers that they have done enough here. I don't think we're anywhere near getting to negative job gains. I think negative jobs would mean that companies have stopped hiring. What I hear is that they're doing selective hiring, that they stop hiring, and that they start firing, and I mean firing up broadly. And that's just not what we're seeing. But I'm ever watchful, especially reading earnings transcripts, to see if that's something that's around the around the corner. I'm glad you mentioned earnings because we were talking about Walmart, and I understand their idiosyncrasies here, but they talked about potentially seeing outright deflation over the next year with consumers clearly pushing back. You do see margin pressure, you do see a market deterioration and consumer appetite over the past ninety days. How concerning is that to you about the nonlinearity of where things could be. So, Lisa, we put out a consumer survey that goes out into the field every two weeks, and one of the biggest areas of trade down that households have been doing is within stores themselves, say, going from a high priced branded good to the generic good within the store. And that means that those retailers are going to see some deflation. And we've been hearing from businesses that input costs are falling, but prices that they're charged or falling faster. And that's important because we all started to think we the economics community at large, not myself though an exception, started to think that households just have unlimited price tolerance, and that is not the case. Finances start to slow, we run through that excess savings, and you will start to trade down. The lower income groups that Walmart serves are the groups that have been standing the greatest pressure. Look at delinquency rates for the lowest income groups on credit cards on auto loans, that points to stress. Ellen Molly Smith and Alice Atkins for Bloomberg made a big splash the other day using your research, the Morgan Stanley View and the key distinction is a four point three percent unemployment rate. I hereby dubb at the Zentner four point three percent statistic. How do we get to a four point three percent unemployment rate that radically shifts Fed policy? I'm not expecting right close them from the Fed. The unemployment rate at four point three percent, we think is a soft landing unemployment rate in that it is driven by slower job gains and higher labor force participation. Now I understand that is a beautiful scenario for the FED. And we have them cutting next year by one hundred basis points because of normalization. That's very different than cutting because the FED thinks there's a recession. If the FED thinks that there's recession, they're starting big and they're doing a lot, and that's very different than the normalization scenario. And then overlay with that, what we're hearing Julia Coronatto leading the way on this, doctor Coronado suggesting productivity is underestimated. Do you believe that we have an underestimation of the efficiency of the American economy and that gets you to a benevolent four point three percent unemployment rate? Yees, So I do think that productivity is being underestimated. I would add, though, that productivity has not been well estimated, and so you'd have to say, well, it's being estimated you worse than before. And I'm not sure we can say that, but I think there are a lot of new ways that productivity exhibits itself in the economy that we're just not able to capture. Government data is not able to capture. But absolutely, if productivity is higher, then you can withstand higher wage growth without it being inflationary. It gives the FED more runway because it keeps it lid on inflation. And so it's really it lifts all boats. It's productivity and infrastructure or what economists go to sleep at night dreaming about, Tom, which is the reason why I think people are sort of hopeful that we're going to get that and we're going to create this soft landing and avoid something more challenging. I guess to wrap it all up, we've been talking all morning about the potential for deflation. Tom was talking about how difficult that is for any economy to handle. This was the word that Walmart used. But you're talking about normallyation. How concerned would you be to see some sort of material deflation, not disinflation. Deflation, and certain good sectors that we have been seeing on the margins over the past couple of months. Yeah, so, Lisa, good sectors. I'm not worried about it at all. We've goods prices in the US have been in deflation for a decade leading up to COVID. That's normal, right, we were importing a lot of deflation, but that's externally determined. I would be very, very concerned about a deflation scenario in the US for services, for domestically determined prices. For US to get to that broadly, you're talking about an extraordinary downturn on the magnitude of the financial crisis in two thousand and eight that would get that kind of price declines, declines in the level of prices instead. I think deceleration is in train. I think it's going to be faster than the FED is expecting. And I think I've been really pleased, and I think they should be pleased too with the progress that we see. The Newtonian mechanics of Ellen Zentner, of Morgan Stanley there and the dynamics of price change. Ellen, thank you so much for the brief. William Dudley joins us now former New York Fed president of Bloomberg opinion columnist Bill Ewan, I'm going to suggest Professor williams now holding Court in the former Dudley chair, have a unique perspective on our flows, our liquidity, our trust Sitting at the New York Fed. What is the confidence or trust deterioration you've observed. I think there is a complete trust in the New York Fed because that the Fed basically understands the plumbing of the financial system and understands what needs to be done to make sure that plumbing works always, even under times is pressed. One area of vulnerability where the Fed and the treasure you're looking at right now is the treasure market itself, because the buying of treasury borrowing has gone up dramatically and the capacity of the primary dealers to take on that uh that burden has diminished because of all the regulation on capital and leverage. So there do need to be some significant changes, I think, to the treasury market to make it more strong and resilient. And what I propose is a couple of things. One central characteringum of treasuries, so they all go through a central current party, so your risk is just to the central current party. Allows you to net out a lot of bilateral risk to a single risk to one uh end person. Second, increase the leverage the haircuts a bit so that they don't need to be increased during time to stress. Right now, you have low haircuts, and then there's there's stress, and the haircuts go up, which force people to sell. And the last thing which Mike was talking about is opening up the fens repo facility more broadly, making it so that people can take treasures and turn them into cash at any time. And if they know that, then they don't actually have to sell the treasures, you know, in anticipation of a problem. They can wait to see if they actually need the care bill if none of that gets done. Do you think the action we've seen and what you expect compromises the QT program coming out of the FED. No, I don't think so. I mean, I think the QT program basically is on autopilot as long as there isn't a lot of market disruptions. So if the market performs reasonably well, then QT keeps going. Only if we have the kind of events like we had in September twenty nineteen or market twenty twenty, we can see QT is suspended because if the market isn't working right, the last thing the Fed wants to do is done more securities in the marketplace. What's as take here, Bill, If there isn't this sort of fix that you propose or this three pronged proposal, how much are we seeing what sort of the new normal looks like with bouncing around twenty basis points on a ten year yield from day to day versus something more significant that creates a real crisis in the world's deepest and most liquid market. I think the volatility we've seen this year is not a treasure market function problem. I think the volatility we've seen this year is people trying to figure out what what's the trajectory of short term rates over the next six to twelve months, and there's been lots of changes in view as the economic data has come out. I think the problem is more when all sudden people want it dump treasuries and there's not enough capacity on their side to absorb that. That has happened a few times, and obviously it needs it needs a catalyst, and it's hard to predict what that catalyst could be, But what I want is a treasury market that can handle those kind of shocks if and when they occur. Are you saying that right now there is an inability. What do you expect will happen if there is some sort of catalyst, Well, if there's sometimes are cast One of the problems we allowed the treasury trading is handled by algorithmic traders who basically don't really provide long term liquity to the market. They just provide liquidity for a microsecond and then they move it security off to someone else, and when things get scary, they completely withdraw from the market, and then the market is really now then has to go to the primary dealer community. But the primary dealer commun has an allocated capital to this business because most of the time they're actually not doing it, so there's no one there sort of an extremist provide balance sheet capacity to sort of come the market. And that's one reason why you'd like to have the ability to take your treasury security to the FED and turn them into cash without actually having to sell them. So the Treasury is only one the FED is the only one that has a balance sheet that is actually elastic, So why not make it clear that that elastic balance sheet available on an ex anti basis as opposed to only exposts after the vice she had the problem? Bill, how does our data dependency look next year? I think we've had a celebration of disinflation in place. Is the nature or character of the Fed's data dependency different now and forward? Well, I think they're more confident that they've moved monetary policy to a restrictive level and it's actually working to bring down inflation. But we still don't know a lot of things. We don't really know if how tight monetary policy is. We don't know how long it's going to take to get inflation down to two percent. So I think the degree of uncertainty risk is a lot less less today than it was, say, eighteen months ago, when the Fed started the tightening process. But there's still a lot of uncertainty about how strong the economics can being, whether the Fed is done. What a roller coaster write this bond market has been on over the last few months, Bell, what if for? To catch up with you? SA always is former New York Fed President Bill Dutley. There an interesting thought provoking piece from Bill on the future of this treasury market. We talked to a lot of experts on this, and this is what you get if you get a double degree at the you claimed holy Cross, the College of the Holy Cross, and economics in accounting, the hyper detail, mathematics, ratios, the financial analysis of retail that Chuck Rahm has acclaimed for. He's a Gordon Haskett. I'm not going to mince words. We protect the copyright of all of our guests. Get his brilliance from Gordon A Hausket. How do you go and outperform on Walmart with a thirty pe? Explain why Walmart has a pe like a luxury goods pervader. And Walmart's been executing lawlessly for several quarters and even maybe the past couple of years, and the business mixshift and the gross market visibility. I mean, there's never been a time in the twenty years I've covered Walmart where I've been this bullish on the long term outlook. Clearly today it's interesting. It's a little bit about positioning. You guys talked in your remarks about valuation. That's a factor if you really dig it underneath the covers here, it's really less about the top line. And I think less about the back half of October commentary that the CFO recently made. I think it's more about the margin flow through that was disappointing. The US margins were disappointing. So when you have a stock at an all time high, at very rich valuations and you get a little bit but disconnect, you get this negative reaction. I think the stock will come back throughout the day and over the next couple of weeks, but today could be difficult for the stock. Can they compete with Amazon or Darra I never said this before, Chuck Grum, But can they beat Amazon? I don't know if they can beat Amazon, but they can definitely compete. And I think the physical assets of their four thousand plus stores in the country really provide them with being really close and being able to connect with their customers. So Walmart plus there's a lot of opportunity there. So can they beat Probably not, but can they compete one hundred percent? Chuck, you said that margins disappointed, and that's really interesting At a time where people are wondering when are consumers is going to start pushing back on price increases? Is this an indication that Walmart is seeing that that time is now and then order for them to compete, they've got to take a hit on the margins. Well, I think almost uniformly, you know, consumers are pushing back on price and that's why prices are coming down almost across the board. And can we cover Home Depot, we cover TJ, we cover you know Hard, you know, Macy's, Walmart, They're all talking about prices starting to flatten out and retreat. I think the US margins were softer because of the GLP influence on the on the margins because of the drug. It's a lower margin product. It was a higher sales in here in the quarter. And when you have discretionary sales be softer, those are higher margin categories for Walmart. So it's really a mixed factor. It looks like obviously the calls at eight o'clock and the callbacks are later in the day, so we'll get more clarity later in the day. But looking at what it looks like now, I think it's more of a mixed factor. You know, we were talking earlier about what's good news or bad news for the broader economy. When Walmart does headly or well in terms of which consumers are shopping, there is there any read through based on the earnings that we've gotten from retailers about whether we're seeing a division between haves and have nots, about whether we are seeing any broader trends in terms of how the consumer is evolving, Which areas are going to be bright spots and which won't. That's a great question. I think it's really too early to tell. I mean, you look at Walmart's numbers, they're up, you know, comp up five, Target yesterday down five. You know, you look at Macy's down six or seven. Here, it looks pretty uniform. I think there's pressures across the board. It's not really like the high end doing well. You guys talked about Berbery earlier. We'll get more color from Nordstrom next week. I think it's pretty uniform across the board. And you know, we've been talking about our consumer surveys being weak, traffic being weak. Today's numbers and the reactions here over the past forty eight hours have really nothing to do with the top line. The top line and the sales are pretty much in line with where people thought. It's a positioning and it's the margin flow throughs for certain companies. What's the future of Nordstrom's the family dynamic and also the attempt to be luxury. I guess what I is an amateur, I'd say is accessible luxury. Is nord Strum a sleeper for five years out? I think it's a great concept. I think the rack has really been their achilles heel over the past several years. So if they could get the rack fix. I think the fact that they all have a huge presence of full line stores across the country is actually a tremendous asset piece of v Coals or Macy's, which have got hundreds of stores. So I think it's I think it's a viable concept. They need to get the rack fixed, and that's what people and investors have been waiting for. Chuck, what's the rack? It's a ro off price division. And what do you mean by fixed? What's wrong with it? Well, when you look at you know, you look at TJ and Ross comping up, you know, load of mid single digits, and you see the rack comping down. It's just it's been broken. I mean it's their business hasn't been good. It seems like there's been some cannibalization across the store base. We're not exactly. Sure, there's been some merchandise issues. They've tried to price up when when the consumer wanted to be priced down. But yeah, the North From viable for sure. But the rack division, the off price division, I'm sorry, we're not clarifying earlier. Is really the No, It's okay now, I know, I'm just just for people who are trying to follow. Have you noticed, Chuck that the off rack the rack is actually close to the Nord from stores. Have you noticed that, which is kind of odd. Yeah, I mean I could tell you my wife, We'll tend to go to the rack now a lot more than a bowl line. So that's what I'm talking about. The cannibalization factor of that is probably maybe the issue here, and maybe they need to close more rack stores, but you know, ironically, they're trying to grow more right now. So we're old rated, we're kind of we're kind of perplexed on some of the strategies there. For the time being, it's trying to be TJX and knowst them at the same time with the same grand it's hot to do, Chuck, Thank you, Chuck Goldenske, thank you mate. Right now and these important meets we're making jokes about it. Come on, this is important. Michael Hurston joins and I had a China research a twenty two v AT research. Michael, thank you so much for briefing us this morning. What did you What was the unexpected that you saw last night? Besides a dictator faux pap by the president late? What was the unexpected of the meeting? Nothing too unexpected, frank, which I think is good. Maybe the Chinese readout perhaps was a bit more positive than I was expecting, and that really reflects what has been a bit of a excuse me, a recalibration in China's official tone towards the US over the last few weeks. But other than that, I would say, no big surprises, Okay, no big surprise is great. What's next? When's the next meeting? Is the President travel to China to make it too well? I think that's actually a really important point, Tom, because this is basically the last high profile meeting that the two leaders are going to have before the next US presidential election. So this kind of sets the parameters for the next year, and those parameters really are trying to find stability, not allowing a crisis to take place over something like Timewan and then just making incremental progress on some of the key issues in the relationship. But if you think about it, the closer we got to the US presidential election, the harder it will be for Biden to do anything that's seen as being soft on China. And of course, why would chi Jinpang make concessions to the US when he doesn't know who the next president will be. So I think that's where we are. That's why this was kind of an important window for the two leaders to meet. Did the dictator comment mean anything to you? Not really. I don't want to dismiss it entirely. I think it probably was perhaps not the positive tone to go out on, But I think in the grand scheme, given how much work both sides did to try to make this meeting happen, I don't think it's going to color too much on the Chinese side. What did you make of the meetings that Xijimpang had with US executives apples, Tim Cook for example, a whole host of others, and then a private meeting with Elon Musk. What's your takeaway of how different the business view on China is from the US government's view on that country. I think there are a few very prominent US firms that have this special position in China where and that would put Apple and Tesla very much as the two bell Weathers in that category. They have managed this straddle between the US and China. It's not an easy straddle on either side, but they're kind of a special category. If you look at the broader set of US firms in China, it's really a mix between those who feel like they have a decent market in China and those who are really upset about China's policies. And so I would put Tesla and Apple in this kind of special category, and so it's no surprise that they got some special attention from CHICHIPI do you have a sense of who needs who more? Of whether Tesla and Apple need China more than China needs them and the jobs that they provide. It's an interesting question. I would say for the companies they need app they need China more. But if we're talking about Apple and Tesla, they are very important bell Weathers for how the business community looks at the playing field in China, and not just the US business community, that's Europeans, Japanese, you know, global companies in China, which is why I think Beijing actually has to tread very carefully with things like, for example, potential retaliation against Apple. So yeah, the companies need China work, but these are quite important that Chi Jinping looks to try to revive confidence in China's economy and China's investment environment. Michael, A question we haven't brought up yet. I've been remiss on this is Hong Kong. Is Hong Kong going to evolve into something that we don't see right now? Is there a Hearson Hong Kong out there that's going to be different. I think Hong Kong, really, and I was just there last week, is in this somewhat gradual transition from a global hub to really more of a pure capital gateway to China and is increasing becoming more of a Chinese city. That is still an interesting position for it to play. And a number of China watchers that I've had discussions with recently have made the point that they think Hong Kong is going to remain an interesting city as the political environment in China states very tight and in some cases even titans further so, Hong Kong losing its status as a global financial center, but still quite an important city in the context of in particular context of China. So what's the alternative for those people whining and dining with mister g last night. What city do they go to? I think if we're talking about the financial sector, you know, it's a number of places. Singapore obviously has has gained a step, even Tokyo has become more important as a regional financial center. If we're talking about the multinationals there, you know, it's wherever they can get capacity and wherever they can get the logistics right. So in many cases is you know, you mentioned Vietnam earlier, Vietnam, Fishary, but it's also Mexico. It's a lot of countries. Michael, we got to leave you that. Thanks for Aminus, Michael Hesson that have twenty two vave research. Thank you very much. Subscribe to the Bloomberg Surveillance podcast on Apple, Spotify and anywhere else you get your podcasts. Listen live every weekday starting at seven am Easter. I'm Bloomberg dot Com, the iHeartRadio app, tune In, and the Bloomberg Business app. You can watch us live on Bloomberg Television and always I'm the Bloomberg Terminal. Thanks for listening. I'm Tom Keen, and this is BloombergSee 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Sentiment in the residential property markets of China's four first-tier cities has brightened as local governments have announced policy changes to boost demand, real estate industry analysts said on Tuesday.9月5日，房地产行业分析师表示，由于地方政府政策落地，促进购房需求，中国北上广深四大一线城市的房地产市场暖意渐浓。They said they now expect these measures will help stabilize China's property market.他们表示，他们现在预计这些措施将有助于稳定中国的房地产市场。Beijing, Shanghai, and Guangzhou and Shenzhen in Guangdong province have eased credit rules for homebuyers, identifying people with no local ownership of residential properties at the moment as first-time homebuyers eligible for favorable mortgage conditions during their loan application process.北上广深等地已放宽了住房信贷政策规定，只要在购买时家庭所有成员在本市均无住房，即可符合首套房的认定标准，可按首套住房申请住房贷款。"Since last Friday, daily inquiries for both buying and selling homes have surged more than three fold, showing that pent-up demand is rising and nearing a release," said Huang Lei, a store manager with Sinyi Realty in Shanghai.上海信义房地产的店经理黄磊表示：“自9月1日以来，购房和售房的日常咨询量已经增加了三倍以上，显示出积压的需求正在上升，接近释放出来。”Huang further said the firm's pre-owned home transactions started to pick up in the second half of August, and the new local definition of first-time homebuyers further fueled buying sentiment.黄磊还说，该公司的二手房交易量从8月下半月开始回升，当地对首次购房者的新定义进一步刺激了购房情绪。As of Monday, 15 Chinese cities, including the four top-tier cities, have announced their versions of policy adjustments for defining first-time homebuyers, according to the Zhuge Real Estate Data Research Center.据诸葛找房数据研究中心统计，截至9月4日，包括四大一线城市在内的中国15个城市相继发布优化个人住房贷款中住房套数认定标准的通知。The cities decided that regardless of their previous home mortgage history, as long as members of families (including borrowers, spouses and minor children) applying for housing loans do not own any apartment or home in the city, they should be treated as first-time homebuyers during their home loan application process.这些城市已认定，无论此前是否有房贷记录，只要申请住房贷款的家庭成员（包括借款人、配偶及未成年子女）在本市无自有住房或二手房，在申请住房贷款过程中均应按首次购房者对待。It is believed that these policy adjustments can enhance consumer expectations and boost home sales, which will help stabilize the overall market, said Guan Rongxue, a senior analyst with the research center.研究中心高级分析师关荣雪表示，相信这些政策调整能够增强消费者预期，促进房屋销售，从而有助于稳定整个市场。Saturday and Sunday kept Xu Pengfei, head of Centaline Shanghai's division for Jiading district, and his colleagues extremely busy as prospective homebuyers' visits to new residential properties increased nearly three times compared to the previous week. This necessitated extension of business hours till well past midnight. "Visits to pre-owned flats also surged last weekend," Xu said.9月2日至3日，中原地产上海市嘉定区分部负责人徐鹏飞和他的同事们忙得不可开交。因此，营业时间不得不延长至午夜过后。“上周末二手房的来访量也激增。”他说。Agreed Liu Jiajun, manager of a branch of real estate agency Homelink in Shanghai's Huangpu district. "On the night when the new policy was announced, consultations with clients continued past midnight as inquiries surged."上海黄浦区一家房地产中介公司Homelink分店的经理刘家俊对此表示赞同：“在新政策公布的当晚，由于咨询量激增，客户的咨询一直持续到午夜过后。”Liu and his colleagues, too, had to deal with a surge in potential client visits to various properties.刘家俊和他的同事们也不得不应对各种楼盘潜在客户来访量的激增。The scene in Beijing was no different as families, especially those with schoolgoing children, were keen to visit properties on sale, said Wu Lei, a salesperson with real estate agency 5i5j.我爱我家房地产中介公司的销售人员吴磊说，北京的情况也不例外，很多家庭，尤其是有孩子在上学的家庭，都热衷于参观在售的楼盘。Yan Yuejin, director of Shanghai-based E-house China Research and Development Institution, said the top-tier cities have seen heightened activity in both downtown and suburban areas as pre-owned homes for sale increased.总部位于上海的易居中国研究与发展机构总监严跃进说，随着二手房待售量的增加，一线城市的市中心和郊区都出现了购房热潮。Some 155,016 housing units are up for sale in Beijing now, up by 4,000 since the new policy announcement, an agent with Homelink was quoted as saying by China Securities Journal on Tuesday.9月5日，《中国证券报》援引Homelink的一位代理的话说，北京目前约有155016套住房待售，自新政公布以来增加了4000套。"Many of the sellers are trying to regain the identity of a first-time homebuyer, which is quite different from previous rounds of sales. As pre-owned properties up for sale have increased, this bodes well for market stability and prices," said Yan.很多卖家都想重新获得首次购房者的身份，这与前几轮销售有很大不同。严跃进说：“由于待售的二手房增多，这对市场的稳定和价格是个好兆头。”Agreed other industry experts, saying the new policies would not skew the supply-demand equation.其他业内专家也认为，新政策不会扭曲供需关系。Li Yujia, chief researcher at the Guangdong Planning Institute's residential policy research center, said the policy adjustments are aimed at controlling risks and retaining stability.广东省城规院住房政策研究中心首席研究员李宇嘉表示：“政策调整旨在控制风险，保持稳定。”Residential英/ˌrezɪˈdenʃ(ə)l/美/ˌrezɪˈdenʃ(ə)l/adj.家庭的，住宅的Homebuyer英/ˈhəʊmbaɪə(r)/美/ˈhoʊmbaɪər/n.购房者

Tomorrow, President Biden will host South Korea and Japan at the historic Camp David summit; Why the Founding Fathers were so brilliant in including the Bill of Rights as part of the Constitution; Congress looks to cut our research ties with China, but that could hurt the US more than our competitor. See omnystudio.com/listener for privacy information.

By Antonio Graceffo

James MacDonald, Senior Director and Head of China Research at Savills based in Shanghai, shares first-hand experience and observations on the country's residential, commercial, and industrial real estate markets. Through his professional lens as an 18-year industry veteran, James discusses the key structural changes in China's real estate market and the broader economy. (00:00) - Introduction (02:00) - China's residential market condition (03:27) - Policy direction and stimuluses (07:15) - China's commercial property market condition (10:42) - Oversupply risk in commercial property (14:00) - Investment trends in the office market (16:22) - Multinational companies' China strategy shift (20:36) - China's consumer market outlook (23:01) - “New Economy” real estate assets (25:48) - Growth potential for C-REITs (30:20) - Closing Remarks

Prime Minister Chris Hipkins had his high-powered meeting with Xi Jinping and experts noticed some hesitation. The Chinese President describing New Zealand as a friend and partner, and Hipkins stressed the importance of our ties with China- but didn't return the praise. NZ Contemporary China Research Centre director Jason Young says it's not standard for New Zealand diplomats to label other nations as 'friends'. "I think the word is more loaded for China, where they have extended friendship groups, they try to create friendly relationships and society groups all around the world." LISTEN ABOVESee omnystudio.com/listener for privacy information.

Gene Ma is the Head of China Research at the IIF. Prior to joining the IIF, Gene served as China Strategist at top macro hedge fund Tudor Investment. He has also held the positions of Managing Director at ISI Group, Chief Analyst at CEBM Group (now part of Caixin), Chief Macro Analyst at Citic Securities, and served at China's Ministry of Finance in Beijing. In this podcast we discuss the current state of China's economy, China's excess capacity build-up during COVID, the state of household balance sheets and post-lockdown behaviour, and much more.    Follow us here for more amazing insights: https://macrohive.com/home-prime/ https://twitter.com/Macro_Hive https://www.linkedin.com/company/macro-hive

Gene Ma, Head of China Research at the Institute of International Finance, shares his views on China's 2023 macro outlook, including prospects for growth, consumption, inflation, and the top priorities for economic policymakers this year.

China's economic growth slowed from double-digit pre-GFC to about 5% pre-covid, and to likely only 3% in 2022. Is there a permanent structural shift in China's growth potential? Is there scaring in labor and business? Can China mitigate the long-term secular headwinds such as aging population and carbon reduction? How can China handle the medium-term risks such as housing and debt overhang? Finally we will discuss what these all mean for global investors and businesses. Speaker: Gene Ma is the Head of China Research at IIF (Institute of International Finance). At this capacity, Gene maintains regular contacts with Chinese financial institutions and policy makers. Prior to IIF, Gene was a Director of China economics and strategy at Tudor Investment; Managing Director and China economist at ISI Group (Now Evercore ISI); President and chief economist of the CEBM Group (now owned by Caixin); and chief macro analyst at Citic Securities (Beijing). Gene graduated from Peking Univ. and Cornell Univ. Watch the recording here - https://fsclub.zyen.com/events/all-events/what-is-chinas-growth-potential-after-covid/

On this episode of the CFA Society San Francisco Podcast, we had the pleasure of speaking with Nicholas Borst, CFA, Vice President and Director of China Research at Seafarer Capital Partners. Prior to joining Seafarer, he was a senior analyst at the Federal Reserve Bank of San Francisco, covering financial and economic developments in Greater China.Nicholas moderated the "U.S. & China Economic Conflict: Implications for Investors and the Business Community" webinar from October 2022.Listen to the full interview, where Nicholas discusses all things China including recent economic policies, opportunities for investors, and stock volatility.CFA Society San Francisco is a not-for-profit professional association, supporting members of the Northern California investment community and beyond. Learn more by visiting our website or connecting on LinkedIn.This podcast is provided for general interest only. Content is not intended to be, nor should be interpreted as recommendations or fiduciary advice.

Interview recorded - 08/12/2022On todays episode of the WTFinance podcast I had the pleasure of speaking with Marko Papic, Partner & Chief Strategist at Clocktower Group, as well as author of the book “Geopolitical Alpha: An Investment Framework for Predicting the Future”.During our conversation we spoke about the greatest misconceptions individuals have about Geopolitics, the importance of the median voter, whether China's bearishness has gone too far and keeping emotions outside of investing. I hope you enjoy!0:00 - Introduction0:25 - Greatest misconceptions individuals have about Geopolitics?3:25 - Why is the median voter important and what influence do they have?6:10 - Do central banks also have constraints based on Median Voter?10:00 - Differences between preferences and constraints?13:31 - Any other broader constraints not getting enough attention?17:00 - China aggression overstated?20:25 - How would you use framework to take a position?23:40 - Multiple variables impacting certain position24:40 - Has China bearishness gone too far?28:40 - Should you overcomplicate the trade?31:50 - Most of the capital comes from the US and China33:05 - One message to takeaway from our conversation?34:55 - Keeping emotions outside of investingMarko Papic is a partner and chief strategist at Clocktower Group, an alternative investment asset management firm. He leads the firm's Strategy Team, providing bespoke research to clients and partners on geopolitics, macroeconomics, and markets. Previously, Mr. Papic founded BCA Research's Geopolitical Strategy practice, the financial industry's first dedicated political analysis investment strategy, which generated “geopolitical alpha” by identifying gaps between the market's political expectations and the firm's forecasts. He served as a senior vice president and the chief geopolitical strategist at the firm. Mr. Papic began his career as a senior analyst at Stratfor, a global intelligence agency where he contributed to the firm's global geopolitical strategy and its analyst recruitment and training program. In his academic work, he helped create the Center for European Union Studies at the University of Texas at Austin. Mr. Papic is the author of Geopolitical Alpha: An Investment Framework for Predicting the Future, a book that introduces the constraint-based framework to investors. He earned an MA in political science from the University of Texas at Austin and an MA from the University of British ColumbiaMarko Papic - Book - https://amzn.to/3uEDPV0Twitter - https://twitter.com/Geo_papicLinkedIn - https://www.linkedin.com/in/marko-papic-geopolitics/China Research - https://twitter.com/ShanghaiMacroWTFinance - Instagram - https://www.instagram.com/wtfinancee/Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfniTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4Twitter - https://twitter.com/AnthonyFatseas

Our host, Moz Afzal:https://bit.ly/31XbkTROur guest:Donald Straszheim, Senior Managing Director at Evercore ISI and Head of the China Research teamhttps://bit.ly/383WnpXEFGAM:https://bit.ly/2Oy6tFIImportant InformationThe value of investments and the income derived from them can fall as well as rise, and past performance is no indicator of future performance. Investment products may be subject to investment risks involving, but not limited to, possible loss of all or part of the principal invested. This document does not constitute and shall not be construed as a prospectus, advertisement, public offering or placement of, nor a recommendation to buy, sell, hold or solicit, any investment, security, other financial instrument or other product or service. It is not intended to be a final representation of the terms and conditions of any investment, security, other financial instrument or other product or service. 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This week, Clay interviews Gene Ma, Head of China Research at the IIF, about China's economy and forecasts for China's economic growth. 

In the last couple of years, it has become increasingly difficult for foreign researchers to access China, and even more difficult to conduct critical field research. One of the few channels for empirical data that is left to China watchers is open-source data, which has become an essential resource, especially on politically more sensitive topics. To talk about open-source data research, how it works, why it matters and what it means for the future of China watching we are joined by Emile Dirks. He is a PhD candidate in the Department of Political Science at the University of Toronto and the Futures Fellow here at MERICS. His research focuses on China civil society, human rights, censorship and state surveillance. Emile is one of the creators of the China drug, crime and detention database, an extensive collection of open-source resources on crime into judiciary in China, and co-author of a report with the Australian Strategic Policy Institute on Genomic Surveillance in China, detailing findings about the Chinese government's forensic DNA database. Questions asked by Jonas Schneider.

There has been a lot of focus in the last few years on Russian disinformation campaigns targeting the US. But what about China? Nick Monaco, the Director of China Research at Miburo Solutions, who also writes for the Miburo Substack, talked with Boyd about how China disseminates disinformation, why Americans should care, and how this all affects policies and people. Nick also gives some advice on how to spot disinformation when you're scrolling online.  See omnystudio.com/listener for privacy information.

Every forecast is tricky but we are trying anyway. Marc Julienne is Head of China Research within the Centre for Asian Studies of the French Institute of International relations (IFRI) and we discussed what to expect from communist regime in Beijing in 2022 especially on the international scene. What will be the main trends in the US-China and in the EU-China relations? How much is Dr. Julienne concerned about Cross-Strait relations? And what might China do if Russia decides to attack Ukraine? Listen to our conversation: What's next for China's foreign policy in 2022? --- Send in a voice message: https://podcasters.spotify.com/pod/show/andrej-matisak/message

Summary of the book chapter titled Is smart city resilient? Evidence from China from 2019 by Shiyao Zhu, Dezhi Li, and Haibo Feng. Smart city is often identified with many different aspects as well, such as sustainability, and I though it to be interesting to examine whether smart city should be resilient as well This article gives an insight into the smart cities' resiliency through case studies of Chinese cities. You can find the article through this link. Abstract: Smart city is originally aimed at dealing with various urban problems due to rapid urbanization, like energy shortage, congestion, and environmental pollution. The Chinese government has been devoting to the promotion of smart cities for many years. However, it is unconfirmed whether the city is more resilient with all the modern technologies provided when unexpected predicaments like climate changes or disasters occur. Therefore, it is urgent to consider resilience in the smart city. This paper provides a MCDM approach to assess and rank the resilience of 187 smart cities in China. The results demonstrate that the overall resilience of smart cities is at a relatively low level. There is also a significant unbalance of resilience between smart cities due to different infrastructural, economic, social, institutional, and environmental conditions. The potential links between urban smartness and resilience were also explored, and the results showed significant positive relationship between the smartness of a city and its resilience. Evidence also proved that developing smartness is more or less useful for improving urban resilience. Suggestions such as strengthening the development of infrastructure and economy, and enhancing the multi-stakeholders' cooperation are proposed to further promote the smart and resilient development in China. The transcript is available through this link. What wast the most interesting part for you? What questions did arise for you? Let me know on twitter @WTF4Cities! I hope this was an interesting episode for you and thanks for tuning in. Music by Lesfm from Pixabay

Jenny Chan, Mark Selden and Kevin Lin take a harrowing look into lives and struggles of a new generation of Chinese workers. ---------------------------------------------------- Suicides, excessive overtime, and hostility and violence on the factory floor in China. Drawing on vivid testimonies from rural migrant workers, student interns, managers and trade union staff, Dying for an iPhone is a devastating expose of two of the world's most powerful companies: Foxconn and Apple. As the leading manufacturer of iPhones, iPads, and Kindles, and employing one million workers in China alone, Taiwanese-invested Foxconn's drive to dominate global electronics manufacturing has aligned perfectly with China's goal of becoming the world leader in technology. This book reveals the human cost of that ambition and what our demands for the newest and best technology means for workers. Foxconn workers have repeatedly demonstrated their power to strike at key nodes of transnational production, challenge management and the Chinese state, and confront global tech behemoths. Dying for an iPhone allows us to assess the impact of global capitalism's deepening crisis on workers. Join Jenny Chan, Mark Selden and Kevin Lin as they take a harrowing look into lives and struggles of a new generation of Chinese workers confronting the Apple-Foxconn empire and the Chinese state. ---------------------------------------------------- Speakers: Jenny Chan is an Assistant Professor of Sociology at The Hong Kong Polytechnic University and is affiliated with the China Research and Development Network. She is the coauthor, with Mark Selden and Pun Ngai, of Dying for an iPhone: Apple, Foxconn, and the Lives of China's Workers (2020). She also serves as a vice president of the International Sociological Association's Research Committee on Labour Movements (2018-2022). Kevin Lin writes about China's labor movement. Mark Selden is a Senior Research Associate in the East Asia Program at Cornell and Editor of The Asia-Pacific Journal apjjf/org. He is a coauthor of Dying for an iPhone: Apple, Foxconn and the Lives of Chinese Workers. ---------------------------------------------------- Order a copy of the book: https://www.haymarketbooks.org/books/1468-dying-for-an-iphone Watch the live event recording: https://youtu.be/lnhqPYBAWqM Buy books from Haymarket: www.haymarketbooks.org Follow us on Soundcloud: soundcloud.com/haymarketbooks

In today’s episode: how a mutation of the virus could make complicate the country’s fight against the disease; Jiangsu Football Club could be heading for collapse after losing support from a major sponsor; and tech titan Tencent increases its bet on Canadian coffee chain Tim Hortons

This episode examines China’s efforts to develop smart city infrastructure. Our guest, Dr. Alice Ekman, analyzes how China is supporting domestic technology industries in critical sectors like telecommunications and surveillance to build smart cities. Dr. Ekman explains how Beijing’s ambitions are aimed at boosting economic development and maintaining political control throughout China’s urban environments. She also assesses the risks of China’s smart cities for the international community, and how the US should respond to China’s growing prowess in smart city technology.  Dr. Alice Ekman is the Senior Analyst in charge of the Asia portfolio at the European Union Institute for Security Studies (EUISS). Dr. Ekman covers foreign policy and security developments in the Asia region, including China, the Korean Peninsula, Japan, India, and ASEAN. She was previously Head of China Research at the French Institute of International Relations, and a visiting scholar at Tsinghua University, National Taiwan Normal University, and the Asan Institute for Policy Studies.

Julia Coronado, Macropolicy Perspectives President & Founder, says there is a lot of complacency in market pricing right now. David Lebovitz, JPMorgan Asset Management Global Market Strategist, says the big tech names have been keeping the rest of the tech sector afloat. Jonathan Fenby TS Lombard Chairman of China Research, says the coronavirus outbreak is a big test for the leadership in China. Tony Crescenzi, PIMCO Market Strategist and Portfolio Manager, says the global economy may hit stall speed because of the coronavirus. Michael McKee, Bloomberg International Economics & Policy Advisor, discusses his interview with ECB Board Member Philip Lane. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Julia Coronado, Macropolicy Perspectives President & Founder, says there is a lot of complacency in market pricing right now. David Lebovitz, JPMorgan Asset Management Global Market Strategist, says the big tech names have been keeping the rest of the tech sector afloat. Jonathan Fenby TS Lombard Chairman of China Research, says the coronavirus outbreak is a big test for the leadership in China. Tony Crescenzi, PIMCO Market Strategist and Portfolio Manager, says the global economy may hit stall speed because of the coronavirus. Michael McKee, Bloomberg International Economics & Policy Advisor, discusses his interview with ECB Board Member Philip Lane.

China's approach to lending money to developing countries is radically different from that of traditional donors in the U.S., Europe, and Japan. The difference between China's approach and those of traditional lenders have given way for critics to accuse Beijing of engaging what they call "debt-trap diplomacy."   Ma Xinyue, China Research and Project Leader at Boston University’s Global Development Policy Center, is among a growing number of development finance scholars who are trying to sort through China’s new approach to debt sustainability and loan risk assessment for countries along the Belt and Road Initiative.    She joins Eric and Cobus to discuss her recent essay that explores the ramifications of China's new debt sustainability framework that was published earlier this year. JOIN THE DISCUSSION: Twitter:  @eolander | @stadenesque |@GDPC_BU Email: eric@chinaafricaproject.com | cobus@chinaafricaproject.com Sign up here if you would like to join our weekly email newsletter mailing list for a carefully curated selection of the week's top China-Africa news.  

On episode 16 we introduce our new co-host Juliet Lu! Juliet and Erik speak with China Research and Project Leader at the Global Development Policy Center at Boston University - Ma Xinyue about her latest work on the PandaPaw DragonClaw blog “Assessing China’s Most Comprehensive Response to the “debt trap”: the Belt and Road ‘Debt Sustainability Framework’ https://pandapawdragonclaw.blog/2019/07/17/debt-trap-for-whom/ Recommendations: Ma Xinyue Two Articles from Chen Muyang State Actors, Market Games: Credit Guarantees and the Funding of China Development Bank https://www.tandfonline.com/doi/abs/10.1080/13563467.2019.1613353?af=R&journalCode=cnpe20Official Aid or Export Credit: China’s Policy Banks and the Reshaping of Development Finance http://www.bu.edu/gdp/files/2018/09/GCI-Muyang-Chen-18-int.pdfErik Follow the PandaPaw / DragonClaw Crew Ma Tianjie @TJma_beijing Calvin Quek @clearroads Tom Baxter @tombaxter17 Lizzo’s Tiny Desk Concert https://www.npr.org/2019/07/29/732097345/lizzo-tiny-desk-concertJuliet The Glass Palace: Amitav Ghosh https://www.amazon.com/Glass-Palace-Novel-Amitav-Ghosh/dp/0375758771

Don Straszheim, Senior Managing Director and Head of China Research at Evercore ISI, and Peter Tchir, Head of Macro Strategy at Academy Securities, discuss whether China will impose retaliation tariffs on U.S. goods and how close the countries are to a trade agreement. Tina Davis, Bloomberg News Managing Editor of Energy & Commodities, explains why Chevron is abandoning its $33 billion offer for oil driller Anadarko Petroleum, the culmination of a month-long bidding war in which Occidental Petroleum prevailed over a rival five times its size. George Drake, Author of “Mentor: Life and Legacy of Joe Rosenfield," talks about Warren Buffett's endowment investing on behalf of Grinnell College which is now at $2 billion. Drake Bennett, Bloomberg Projects & Investigations Reporter, talks about his cover story for Businessweek Magazine on outerwear company Gore-Tex developing artificial corneas. And we Drive to the Close with Brent Schutte, Chief Investment Strategist at Northwestern Mutual Wealth Management. Hosts: Carol Massar and Jason Kelly.  Producer: Paul Brennan  Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Don Straszheim, Senior Managing Director and Head of China Research at Evercore ISI, and Peter Tchir, Head of Macro Strategy at Academy Securities, discuss whether China will impose retaliation tariffs on U.S. goods and how close the countries are to a trade agreement. Tina Davis, Bloomberg News Managing Editor of Energy & Commodities, explains why Chevron is abandoning its $33 billion offer for oil driller Anadarko Petroleum, the culmination of a month-long bidding war in which Occidental Petroleum prevailed over a rival five times its size. George Drake, Author of “Mentor: Life and Legacy of Joe Rosenfield," talks about Warren Buffett's endowment investing on behalf of Grinnell College which is now at $2 billion. Drake Bennett, Bloomberg Projects & Investigations Reporter, talks about his cover story for Businessweek Magazine on outerwear company Gore-Tex developing artificial corneas. And we Drive to the Close with Brent Schutte, Chief Investment Strategist at Northwestern Mutual Wealth Management. Hosts: Carol Massar and Jason Kelly.  Producer: Paul Brennan 

US tech giant Microsoft has worked with a Chinese military-run university on research that could be used for surveillance and censorship. Malcolm Moore talks to Madhumita Murgia about the research collaboration and why it is causing disquiet. Contributors: Josh Noble, weekend news editor, Malcolm Moore, technology news editor, and Madhumita Murgia, European technology correspondent. Producer: Fiona Symon See acast.com/privacy for privacy and opt-out information.

Rob Foregger, Founder of Next Capital, explains how technology is impacting traditional investing. Matthew Boyle, Bloomberg News U.S. Retail Reporter, and Poonam Goyal, Bloomberg Intelligence Senior Retail Analyst, break down retailers struggling following holiday sales results. Don Straszheim, Senior Managing Director and Head of China Research at Evercore ISI, discusses U.S. China trade relations and the Chinese economy. Bloomberg Stocks Editor Dave Wilson's has his "Chart of the Day"on why frontier-market stocks are poised to rise this year. Lananh Nguyen, Bloomberg News Finance Reporter, talks about Wall Street banks facing challenges as they report fourth-quarter earnings next week. And We Drive to the Close of Markets with Russ Norwood, CEO at Venturi Wealth Management.  Hosts: Carol Massar and Jason Kelly. Producer: Paul Brennan  Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Rob Foregger, Founder of Next Capital, explains how technology is impacting traditional investing. Matthew Boyle, Bloomberg News U.S. Retail Reporter, and Poonam Goyal, Bloomberg Intelligence Senior Retail Analyst, break down retailers struggling following holiday sales results. Don Straszheim, Senior Managing Director and Head of China Research at Evercore ISI, discusses U.S. China trade relations and the Chinese economy. Bloomberg Stocks Editor Dave Wilson's has his "Chart of the Day"on why frontier-market stocks are poised to rise this year. Lananh Nguyen, Bloomberg News Finance Reporter, talks about Wall Street banks facing challenges as they report fourth-quarter earnings next week. And We Drive to the Close of Markets with Russ Norwood, CEO at Venturi Wealth Management.  Hosts: Carol Massar and Jason Kelly. Producer: Paul Brennan 

In today’s episode, we check the millennial box and take a look at blockchain -- and its energy implications. Alarming headlines came out earlier this year charting the rising energy consumption of Bitcoin and tracing the majority of its mining operations back to China. We are joined by Sophie Lu, head of China Research at Bloomberg New Energy Finance, who has written a report on the topic. She describes why Bitcoin mining consumes so much electricity, why it is taking place in China, and what future power consumption might be as demand for Bitcoin rises but its manufacture also becomes more efficient. Sophie also discusses the broader potential environmental benefits of the blockchain technology behind Bitcoin – particularly its use in making supply chains more transparent and facilitating distributed energy grids.

Luigi Zingales, Chicago Booth School Finance Professor, thinks people underestimate how devastated Italy is by its economic situation.Donald Straszheim, Evercore ISI Head of China Research, thinks China sees Washington as unreliable and untrustworthy.Gina Martin Adams, Bloomberg Intelligence Chief Equity Strategist, says small cap stocks have outperformed tremendously.Catherine Mann, Citi Research Global Chief Economist, advises we can't be protectionist on the side of trade and welcome international capital flows. Gerard Cassidy, RBC Capital Markets Analyst, jumps on the phone to review the latest Deutsche Bank news.  Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Luigi Zingales, Chicago Booth School Finance Professor, thinks people underestimate how devastated Italy is by its economic situation.Donald Straszheim, Evercore ISI Head of China Research, thinks China sees Washington as unreliable and untrustworthy.Gina Martin Adams, Bloomberg Intelligence Chief Equity Strategist, says small cap stocks have outperformed tremendously.Catherine Mann, Citi Research Global Chief Economist, advises we can't be protectionist on the side of trade and welcome international capital flows. Gerard Cassidy, RBC Capital Markets Analyst, jumps on the phone to review the latest Deutsche Bank news. 

At a closely-watched keynote speech at the the Boao Forum for Asia, Chinese President Xi Jinping said China will significantly lower import tariffs for vehicles and reduce import tariffs for some other products this year. But he also warned against returning to a “Cold War mentality” amid trade disputes with US President Donald Trump. Tommy Xie, economist and Head of Greater China Research at OCBC Bank, weighs in on the impact of China's recent moves in trade policy.

Since Environment China launched in early 2017, there has already been significant change in China’s energy, environment, and climate landscape. In this episode, recorded as a live panel as part of the Bookworm International Literary Festival, we focus on the idea of “transformation,” and have our three guests walk through the backstories behind the China’s biggest environmental and climate headlines, including the latest from China's environmental governance reshuffling, its war on air pollution and with it the growing pains of switching from coal to gas heating, and the evolving debate over when China will be able to peak its carbon emissions. Joining us is Sophie Lu, Head of China Research at Bloomberg New Energy Finance, Huw Slater, Project and Research Manager at China Carbon Forum, and Dr. Xu Shengnian, Project Officer of the Climate and Energy Team at Global Environmental Institute. Please note: as this was our first time doing a live podcast recording, there were some slight technical issues with the sound quality that we were unable to fix. Apologies, and thank you for your understanding!

Jennifer Surane, Bloomberg Regional Bank Reporter, and Bill Blain, Mint Partners Head of Capital Markets, wrap Morgan Stanley's earnings. Brian Klaas, London School of Economics Fellow in Comparative Politics, says international election rigging is going to become the new normal. Don Straszheim, Evercore ISI Senior Managing Director of China Research, feels Washington doesn't want to be the global leader and China is incapable of it. Bart van Ark, Conference Board Chief Economist, says finding and retaining highly-skilled workers is one of the main concerns for CEOs.  Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Jennifer Surane, Bloomberg Regional Bank Reporter, and Bill Blain, Mint Partners Head of Capital Markets, wrap Morgan Stanley's earnings. Brian Klaas, London School of Economics Fellow in Comparative Politics, says international election rigging is going to become the new normal. Don Straszheim, Evercore ISI Senior Managing Director of China Research, feels Washington doesn't want to be the global leader and China is incapable of it. Bart van Ark, Conference Board Chief Economist, says finding and retaining highly-skilled workers is one of the main concerns for CEOs. 

What options for stability on the Korean peninsula? (Recorded from Ifri's annual conference on Asia, December 2017) Discussants: - Seong Whun Cheon, Visiting Research Fellow, ASAN Institute, and former Secretary to the President of the Republic of Korea for Security Strategy (2014-17) - Dingli Shen (Fudan University - Sheila Smith (Council on Foreign Relations - Dmitry Streltsov (MGIMO), Hideshi Tokuchi (GRIPS) Moderator: Alice Ekman, Research Fellow, Head of China Research, Center for Asian Studies, Ifri

The Chinese in Africa/Africans in China Research Network aims to strengthen and widen the reach of emerging cross-regional communities of research and practice in the area of China-Africa studies. Originally established in 2007 as a small research working group at the Centre for Sociological Research, at the University of Johannesburg, the Research Network has grown rapidly to become a global network of researchers and practitioners. It provides a dynamic, virtual platform where members meet, debate, inquire, and stay in touch. Hosts Winslow Robertson and Lina Benabdallah (who are members of the Network) wanted to look at the Network's most recent outreach efforts and invited Dr. Tu Hyunh, who is the cofounder of the Network as well as a recent postdoctoral fellow at Jinan University on the pod to discuss these efforts.

Join your hosts Winslow Robertson and Dr. Nkemjika Kalu as they try and determine some of the major indicators of high-quality China-Africa research. They asked Dr. Yoon Jung Park, the convener/coordinator of the (world-famous) Chinese in Africa/Africans in China (CA/AC) Research Network, to be a guest on the podcast. Dr. Park is currently a freelance researcher. She has affiliations as Senior Research Associate of the Sociology Department at Rhodes University and just finished a Visiting Professorship in the African Studies Department of Howard University. If you ever wanted to figure out how to read an Africa-China article and/or news story like a pro, please listen to this episode! PS Please excuse the typing sounds!