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G.Bin Zhao

 
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  • Saputo Should Eye M&A In China
    Wed, Dec. 24 SAPIF Comment!

    Summary

    • The time is right for Saputo to make a strategic move into China while there is a product supply shortage.
    • We have made Huishan Dairy the subject of a case study evaluation of a potential partner for Saputo.
    • Both parties can be expected to benefit for many years, collectively realizing approximately RMB 9 billion ($1.51 billion) from Huishan’s side alone.
  • Creating A Trainmaker Monopoly Is In Conflict With China's Reform Ambition
    Thu, Dec. 18 FXI, PGJ, YINN Comment!

    Summary

    • The integration of the two corporations would add another Chinese central enterprise member to the list of the world’s top 500 in 2015.
    • What is more important, artificially creating a monopoly in the domestic market or adding a member to the Fortune 500?
    • Private Corporations such as Huawei, Lenovo, Alibaba, all rose from fierce competition in the domestic market, which helped them develop into global leaders in their industries.
    • Keeping market competition mechanisms in place will be critical for accelerating the development of market economy in China.
  • The Change Of PBOC Governor A Signal Of Financial Reform In China?
    Tue, Oct. 7 FXI, PGJ, GXC 2 Comments

    Summary

    • If the central bank is very likely to replace its leadership, then what influence will the move have on China’s economic policies, in particular on the financial and capital markets?
    • China’s national governance is different from Western countries and “leadership” is often the decisive factor.
    • Zhou Xiaochuan has been working as the central bank governor for nearly 12 years. Under the background of deepening financial reform, the replacement of the central bank leader is significant.
    • The substitution of the central bank governor will bring about multi-level changes, which are expected to affect a number of policies.
  • A Modern Management Theory Perspective Of The Chinese Dream
    Editors' Pick • Thu, Jul. 24 FXI, PGJ, GXC 29 Comments

    Summary

    • The Chinese Dream has now become the common goal of the country, and its basic goal is to enhance the happiness of the people through national prosperity and renewal.
    • From a more pragmatic point of view, the Chinese Dream actually embodies the dreams of all the descendants throughout many generations – the dream of becoming a powerful nation.
    • Although the Chinese economy is now the second-largest in the world, the country still has a long way to go to become a true world power.
  • Chinese Dream Will Become Reality Only If China Learns To Manage Change
    Tue, Jul. 15 FXI, PGJ, GXC 80 Comments

    Summary

    • This article examines some of the challenges that stand in the way of this unifying goal.
    • From the perspective of modern management theory, the process of achieving the Chinese dream falls under the category of change management.
    • Identifying the stakeholders and relevant environments will provide a better viewpoint to foresee the coming changes.
  • Chinese Internet Giants Demonstrate Growing Strength Of Nation
    Tue, Jun. 17 BABA 10 Comments

    Summary

    • With Alibaba landing in US capital markets and rewriting the financial records for Internet companies, it is announcing that Chinese companies can also come to the fore.
    • As time elapses, history has shown that Chinese companies can grow and gradually penetrate the market, pushing the foreign companies aside.
    • Only when there are a wide variety of successful companies can China's voice be compared to the true roar of the dragon.
  • Direct Conversion Between Yuan And Euro Is On The Way
    Thu, May. 15 FXE, EUO, ERO Comment!

    Summary

    • We expect steady progress, given the lack of geopolitical friction between Europe and China.
    • Direct conversion between the renminbi and the euro is likely to be launched after consultations between the Chinese government and each sovereign European state.
    • In the long term, it would help create an international financial and monetary system consisting of three pillars - the US dollar, the euro and the renminbi.
  • China's Economy In A Jiawu Year: When It Rains, It Pours
    Fri, Mar. 7 FXI, PGJ, GXC 9 Comments

    Summary

    • For the more pessimistic, China may face internal and external “troubles” in 2014 which could include a slowdown in economic growth.
    • Also an issue: Mass defaults and/or exposure to the risks inherent in the shadow banking industry.
    • And more seriously, there is the possibility that continued provocations may force China to fight a war against Japan.
  • Beijing Takes Gentle Approach To Deflating Real Estate Bubble
    Thu, Feb. 27 FXI, PGJ, GXC 2 Comments