Category Archives: Commentary

China’s Belt and Road: Debt trap – for China?

China’s Belt and Road: Debt trap – for China? Andrew Collier | Oct 15, 2018 I spent three days at the end of September in the city of Astana in Kazakhstan, at a conference that was part of a larger effort by Nazarbayev University to create a China Centre. Kazakhstan is feeling pressure due to […]

Xi Jinping’s Boao Speech – Modest Concessions

Xi Jinping’s Measured Boao Speech Xi Jinping made a surprisingly concessionary speech at the Boao Forum April 10 in response to the escalating trade war instigated by the Trump Administration. I had expected him to avoid making any overt signs of concessions to Trump’s trade threats. Perhaps I underestimated how little these overseas speeches are […]

Bloomberg Radio: Xi Jinping on Trade

Andrew Collier, Managing Director, Orient Capital Research joined Bryan Curtis and Juliette Saly to discuss his expectations for President Xi Jinping’s keynote speech at BOAO in China. He doesn’t expect anything big on the trade spat with the U.S., saying he will instead position China as a country that adheres to trade rules globally. Running […]

China’s Leaders Fret Over Debt

See my comments below…. Published onDecember 29, 2017 Engen Tham, Matthew Miller and David Lague, Reuters SHANGHAI/BEIJING/HONG KONG, Dec 28 (Reuters) – In March 2013, retired chemical company employee Anne Xing, her older sister and their husbands visited a China Everbright Bank branch on the outskirts of Shanghai. A private wealth manager at the bank […]

Financial Opening – Yale Law School Blog on Foreign Policy Magazine

Foreign Policy Lawfare Don’t Trust China’s Opening of Its Financial Sector Inviting foreign investors into a closed economy is a lot easier said than done. BY ANDREW COLLIER | DECEMBER 8, 2017, 7:53 AM Chinese 100 yuan notes and one U.S. dollar on Jan. 6, 2017. (Fred Dufour/AFP/Getty Images) Two days after President Trump left […]

Notes from China – Inflation Worries

Notes from China Beijing Sees New Problems Summary We just conducted a week of interviews in Beijing and nearby Jinan, Capital of Shandong Province. A few thoughts on these subjects: l   Inflation. l   Consumer Debt. l   Growing Receivables.  l   New Private Banks l   Rising Power of Reformer Wang Yang l   The Mantra of Private Public Partnerships   Inflation in Beijing’s Sites […]

China’s Financial Opening – Promises, Promises…

Andrew Collier, Orient Capital Research   China has promised a new round of financial opening to foreign firms, its biggest overseas incursion since the country’s entry into the World Trade Organization fifteen years ago. But the reality is likely to be far less than expectations. First, the history of western financial institutions in China is […]

Bloomberg Interview: Financial Opening in China

China Opens Up Financial System Daybreak Asia November 13th, 2017, 9:04 AM GMT+0800 Andrew Collier, managing director of Orient Capital Research, discusses China opening up its financial system and where he sees opportunity. He speaks on “Bloomberg Daybreak: Asia.” (Source: Bloomberg) https://www.bloomberg.com/news/videos/2017-11-13/china-opens-up-financial-system-video

Alibaba and Tencent’s Overseas Expansion

Mobile Payment is the key Summary Domestic Competition. Tight competition for payments within China is pushing Alibaba and Tencent to explore overseas expansion. Financial Services. Both companies currently rely on Chinese tourists and business travelers. In future, the easiest entry access is via local joint ventures offering financial services such as micro-loans, which they are […]