The China Analyst is an in-house publication of The Beijing Axis for executives with a China agenda.
As China’s top leaders prepare to discuss major policies on the country’s reform agenda during the upcoming plenary session of the 18th Central Committee in November, China watchers are cautiously optimistic that President Xi Jinping and his leadership team will push through long anticipated reforms needed to ensure China continues on its long-term growth trajectory.
One of the dynamic issues to watch against this backdrop will be the success (or failure) of Chinese firms in being able to crack into developed markets. The fruits of globalisation will no longer accrue solely to rich-world businesses as increasingly competitive emerging-market products and services win over consumers in the West.
In the coming years, Chinese car manufacturers will continue their efforts to break into European markets, Chinese real estate firms will be looking to diversify their asset portfolios into more stable but still revenue-generating economies, and Chinese construction and IT firms will continue searching for new growth opportunities outside their home markets, all of which will redefine competitive lines across industries and borders.
In the September 2013 edition of The China Analyst, we outline the implications of China’s growing footprint in the developed world as the country enters a new era in its on-going transformation.
This edition includes the following lead articles:
1. China’s Increased Presence in the Developed World
2. The Growing Global Influence of Chinese Consumers
3. China’s Transformation: Implications for Global Supply Chains
Our Macroeconomic Monitor section focuses on the challenges China must overcome to ensure the country’s path towards more moderate and sustainable growth, while our Strategy section illustrates global trading patterns between China and its leading commodity suppliers and also includes a profile of MCC, China’s leading metallurgical engineering and construction contractor. These complement other regular sections such as: Investment, where we analyse China's overseas resource investments; BRIICS, a macroeconomic comparison of the world's six major emerging economies; and four Regional Focus sections with analyses of the latest China-related trade and investment activities in Africa, Australia, Latin America and Russia.
The China Compass - Figures, Forecast and Analysis - January 2014Daniel Galvez
The China Compass is a dynamic presentation of the latest macroeconomic data for a wide range of indicators for China, as well as other major world economies. It presents a comprehensive picture of the ever-changing and evolving Chinese landscape and contains up-to-date statistics, topical themes and insights. It is presented in a reader-friendly format as a useful desk reference for executives with a China agenda.
Since our last edition, developed economies have slowly recovered from the after-effects of the global financial crisis, leading to a brighter global economic outlook. However, with China's GDP growth easing to 7.8% in 2012 and 7.7% year-on-year in the first three quarters of 2013, corporations and governments alike are grappling with the realisation that China's era of double-digit growth is over, and are searching for clarity to appropriately shape their future agenda with and in China.
Internally, China's fifth generation of leaders led by President Xi Jinping must convince an immense bureaucracy to implement an ambitious economic blueprint for the next decade. The blueprint includes long-anticipated economic and social reforms aimed at keeping China's increasingly complex economy on a path of sustainable growth.
The theme for this edition is 'China's Ongoing Transformation', which covers China's changing political, economic and social patterns.
The document discusses China's economic outlook and transition. It suggests China will experience a "firm landing" with GDP growth slowing to around 7.7% in 2012, marking a significant slowdown from past rates but still outpacing other major economies. While visible signs show weaknesses in certain sectors, China remains complex with still-strong overall growth. The transition involves structural shifts away from investment and exports toward domestic consumption, and movement to higher value industries.
The China Analyst is an in-house publication of The Beijing Axis for executives with a China agenda.
As China’s top leaders prepare to discuss major policies on the country’s reform agenda during the upcoming plenary session of the 18th Central Committee in November, China watchers are cautiously optimistic that President Xi Jinping and his leadership team will push through long anticipated reforms needed to ensure China continues on its long-term growth trajectory.
One of the dynamic issues to watch against this backdrop will be the success (or failure) of Chinese firms in being able to crack into developed markets. The fruits of globalisation will no longer accrue solely to rich-world businesses as increasingly competitive emerging-market products and services win over consumers in the West.
In the coming years, Chinese car manufacturers will continue their efforts to break into European markets, Chinese real estate firms will be looking to diversify their asset portfolios into more stable but still revenue-generating economies, and Chinese construction and IT firms will continue searching for new growth opportunities outside their home markets, all of which will redefine competitive lines across industries and borders.
In the September 2013 edition of The China Analyst, we outline the implications of China’s growing footprint in the developed world as the country enters a new era in its on-going transformation.
This edition includes the following lead articles:
1. China’s Increased Presence in the Developed World
2. The Growing Global Influence of Chinese Consumers
3. China’s Transformation: Implications for Global Supply Chains
Our Macroeconomic Monitor section focuses on the challenges China must overcome to ensure the country’s path towards more moderate and sustainable growth, while our Strategy section illustrates global trading patterns between China and its leading commodity suppliers and also includes a profile of MCC, China’s leading metallurgical engineering and construction contractor. These complement other regular sections such as: Investment, where we analyse China's overseas resource investments; BRIICS, a macroeconomic comparison of the world's six major emerging economies; and four Regional Focus sections with analyses of the latest China-related trade and investment activities in Africa, Australia, Latin America and Russia.
The China Compass - Figures, Forecast and Analysis - January 2014Daniel Galvez
The China Compass is a dynamic presentation of the latest macroeconomic data for a wide range of indicators for China, as well as other major world economies. It presents a comprehensive picture of the ever-changing and evolving Chinese landscape and contains up-to-date statistics, topical themes and insights. It is presented in a reader-friendly format as a useful desk reference for executives with a China agenda.
Since our last edition, developed economies have slowly recovered from the after-effects of the global financial crisis, leading to a brighter global economic outlook. However, with China's GDP growth easing to 7.8% in 2012 and 7.7% year-on-year in the first three quarters of 2013, corporations and governments alike are grappling with the realisation that China's era of double-digit growth is over, and are searching for clarity to appropriately shape their future agenda with and in China.
Internally, China's fifth generation of leaders led by President Xi Jinping must convince an immense bureaucracy to implement an ambitious economic blueprint for the next decade. The blueprint includes long-anticipated economic and social reforms aimed at keeping China's increasingly complex economy on a path of sustainable growth.
The theme for this edition is 'China's Ongoing Transformation', which covers China's changing political, economic and social patterns.
The document discusses China's economic outlook and transition. It suggests China will experience a "firm landing" with GDP growth slowing to around 7.7% in 2012, marking a significant slowdown from past rates but still outpacing other major economies. While visible signs show weaknesses in certain sectors, China remains complex with still-strong overall growth. The transition involves structural shifts away from investment and exports toward domestic consumption, and movement to higher value industries.