Dissecting China’s Economy: 15 Chinese provinces and municipalities could by themselves qualify as Top-50 global economies
Posted: 24. Jan, 2011 Last update: 30. Jul, 2011
Gabe Collins and Andrew Erickson, “Dissecting China’s Economy: 15 Chinese provinces and municipalities could by themselves qualify as Top-50 global economies,” China SignPost™ (洞察中国), No. 19 (23 January 2011). China SignPost™ 洞察中国–“Clear, high-impact China analysis.”© As China reports strong national GDP growth for 2010 (10.3%), we think it is interesting and worthwhile to see how the [...]
China’s New Project 718/J-20 Fighter: Development outlook and strategic implications
Posted: 17. Jan, 2011 Last update: 30. Jul, 2011
Gabe Collins and Andrew Erickson, “China’s New Project 718/J-20 Fighter: Development outlook and strategic implications,” China SignPost™ (洞察中国), No. 18 (17 January 2011). China SignPost™ 洞察中国–“Clear, high-impact China analysis.”© –China’s J-20 fighter has the potential to be a formidable air combat system in the Asia-Pacific region, but a number of technical hurdles will need to be overcome [...]
Eleven for ’11: key things and events to watch for in China during 2011
Posted: 01. Jan, 2011 Last update: 30. Jul, 2011
Gabe Collins and Andrew Erickson, “Eleven for ’11: key things and events to watch for in China during 2011,” China SignPost™ (洞察中国), No. 15 (01 January 2011). China SignPost™ 洞察中国–“Clear, high-impact China analysis.”© As China and the world bound into the Year of the Hare, it is worth examining key trends and events that are likely [...]
Still a Pipedream: A Pakistan-to-China rail corridor is not a substitute for maritime transport
Posted: 22. Dec, 2010 Last update: 30. Jul, 2011
Gabe Collins and Andrew Erickson, “Still a Pipedream: A Pakistan-to-China rail corridor is not a substitute for maritime transport ,” China SignPost™ (洞察中国), No. 13 (22 December 2010). China SignPost™ 洞察中国–“Clear, high-impact China analysis.”© The recent flurry of trade deals and MOUs (worth US$35 billion) signed during Premier Wen Jiabao’s recent visit to Pakistan have [...]
LNG carriers to aircraft carriers? Assessing the potential for crossover between civilian and military shipbuilding in China
Posted: 19. Dec, 2010 Last update: 30. Jul, 2011
Gabe Collins and Andrew Erickson, “LNG carriers to aircraft carriers? Assessing the potential for crossover between civilian and military shipbuilding in China ,” China SignPost™ (洞察中国), No. 12 (18 December 2010). China SignPost™ 洞察中国–“Clear, high-impact China analysis.”© Key policy implications: China’s growing proficiency in building massive ore carriers and oil tankers suggests that Chinese yards [...]
In Hot Water: High-efficiency heat pump water heaters will reduce residential energy use in China
Posted: 16. Dec, 2010 Last update: 30. Jul, 2011
Gabe Collins and Andrew Erickson, “In Hot Water: High-efficiency heat pump water heaters will reduce residential energy use in China,” China SignPost™ (洞察中国), No. 11 (16 December 2010). China SignPost™ 洞察中国–“Clear, high-impact China analysis.”© The comfort of a hot shower is hard to beat and Chinese homeowners are moving quickly to install water heaters as [...]
China’s Natural Gas Approach: pipelines are best way to resolve shortages
Posted: 11. Dec, 2010 Last update: 30. Jul, 2011
Gabe Collins and Andrew Erickson, “China’s Natural Gas Approach: pipelines are best way to resolve shortages,” China SignPost™ (洞察中国), No. 10 (10 December 2010). China SignPost™ 洞察中国–“Clear, high-impact China analysis.”© China’s gas grid expansion is economically, environmentally, and strategically significant. Beijing’s desire to adopt cleaner sources of energy and facilitate their effective movement around China [...]
U.S. Pecan growers crack into Chinese market
Posted: 10. Dec, 2010 Last update: 30. Jul, 2011
China SignPost™ 洞察中国– “Clear, high-impact China analysis.”© Gabe Collins and Andrew Erickson, “U.S. Pecan Growers Crack into Chinese Market,” China SignPost™ (洞察中国), No. 9 (9 December 2010). Chinese pecan buyers are accumulating supplies as they prepare for the next Chinese New Year in early 2011, a peak nut consumption period in China. Rising incomes and [...]
Playing with Fire? Potential impact of a North Korean threat to South Korean oil refineries
Posted: 29. Nov, 2010 Last update: 30. Jul, 2011
Gabe Collins and Andrew Erickson, “Playing with Fire? Potential impact of a North Korean threat to South Korean oil refineries,” China SignPost™ (洞察中国), No. 8 (29 November 2010). China SignPost™ 洞察中国–“Clear, high-impact China analysis.”© North Korea’s recent shelling of South Korea’s Yeonpyeong Island raises the risk of armed confrontation in the region. If its core [...]
Follow the money: “Rich lists” hint at sectors that may become future wealth generators
Posted: 27. Nov, 2010 Last update: 30. Jul, 2011
Key takeaways: China’s consumer, tech, retail financial services, private education, and health care are likely to be key future wealth generators. Strategic industries such as the natural resources sector will remain vital to the economy, but do not appear poised to create dynamic personal wealth or job growth the way the more privatized sectors will.
Areas of highest global impact: Chinese tech firms are likely to become more influential global players, which will force regulators worldwide to adjust to more attempts by Chinese firms to make tech-related acquisitions abroad. The ongoing friction over Huawei’s recent acquisition of 3LeafSystems is likely a harbinger of things to come. More Chinese health and pharmaceutical firms are also poised to reap the gains of the country’s life science research complex and become global heavyweights. Growth in China’s consumer economy will increase demand for commodities such as base metals like copper and aluminum, grains, paper for packaging, crude oil, and electricity.
Policy recommendations: Publish clear guidelines for foreign acquisitions in sensitive sectors like tech. Be sure to include bilateral investment access as a key agenda item at high level meetings. Revive the U.S.-China Strategic and Economic Dialogue between Washington and Beijing.