Posts From Roger Yu Du
China’s interest rate cut not as reformist as it seems
China’s recent interest rate cut could ease corporate debt financing pressure. But at the same time, by expanding the floating range of interest rates on bank deposits, China could move towards more financial
Shanghai free trade zone takes it slow
One year after the establishment of Shanghai Pilot Free Trade Zone, foreign investors have become impatient for more financial liberalization measures. Yet, this is not a convenient time for China to
Is China’s economy too big to transform?
China’s growing debt-to-GDP ratio raises concerns for investors. Investment in traditional pollution-heavy and overcapacity-ridden industries is strong, despite many policy tools that help finance more lucrative sectors. Inertia has been haunting China ever
China expands Asian Infrastructure Investment Bank proposal
As border disputes heat up between China and its neighbors, the Chinese government kept up its push for a financial institution that would benefit the Asian countries at large. But will this whole
Chinese real estate firms turn to overseas investment
While Chinese top-tier real estate companies gain a more solid financial foundation, small developers in lower-tier cities face rising risks. Since 2013, Chinese real estate developers have looked overseas for investment
China territorial deadlocks hurt regional trade
Tensions between China and several East Asian countries have heated up over the last year. Is it simply another round of disputes that have occurred multiple times since 2007, or something
Sanctions on Russia also hit foreign investment
On 28 April 2014, the U.S. launched its third round of sanctions on Russia, aimed at President Vladimir Putin’s cronies and their businesses. As the situation continues to deteriorate, investors
China’s internet banking faces tightened regulations
China’s central bank is considering regulations that would curb the development of China’s internet banking innovation. Facing rising domestic financial risks, Chinese policy makers seem to be liberalizing the financial
Renminbi depreciation poses risk to Chinese economy
In the last couple of weeks, the Renminbi has lost nearly half of its 2013 appreciation against the U.S. dollar. Investor speculation and central bank monetary policy may both be
For soft landing, China must tackle debt-to-GDP ratio
China passed multiple economic hurdles in 2013, but there are more challenges to come. A sustainable debt-to-growth ratio will be the key issue to tackle in 2014. China showed the
