Saturday, July 20, 2013

My July 2013 Newsletter update on China (updated to 20 July)

Best personal greetings. May I first wish you a restful and enjoyable summer. 

The China Rise story has been around for a long while, but is gathering unprecedented momentum. All around, we are now seeing more waves than ripples. Following the Asian Pivot, a re-balancing of powers is intensifying. Regional and trans-Atlantic ties are shifting, as are dynamics in Africa. A sense of new direction is evident in Japan and begins to be palpable even in North Korea. Despite their huge differences, the BRICS countries are exploring common grounds for cooperation.

Inside China, an urgency for re-balancing and structural change is raising great expectations. When will the RMB become a fully convertible international currency?  How real and sustainable is the China Dream? Would China be able to overcome the Middle Income Trap? Would the One Child Policy be changed?
Following are links to some up-to-date critical analyses of these issues. If you are too busy right now, you may wish to save this page with the links for more leisurely reading, perhaps by the poolside, far from the madding crowd. 


China's Rise

  • The Hyperglobalization of Trade and Its Future - Petersen Institute for International Economics (A think-piece on responses to epocal shifts in globalization and economic power) 
  • The China Dream - Is it real and sustainable? (A power-point presentation at the Forum Istanbul)
  • Age of the Great Re-balancing (An overview)
  • China's Rise - Is she up to the task? Power dynamics of China's Rise and implications for the World Order (A power-point lecture at the City University of Hong Kong)
  • The China Dream - what are the implications for world order and businesses (A power-point presentation at an Asian Pacific Region Conference in Beijing)
  • The great re-balancing as China morphs into a world power (An Op-ed  in the South China Morning Post)
  • RMB may supplant the greenback - should there be a strategy to contain it? (An Overview)
  • How China can avoid the Middle Income Trap (A power-point lecture at the Zhou Enlai School of Government, Nankai University, Tianjin, China) 
  • China's One Child Policy must be changed before it is too late (An Op-ed in the South China Morning Post

International Relations

  • Obama and Xi can achieve more at a Californian retreat than commonly thought (An Overview) 
  • BRICS can bind despite differences (Article in The Global Analyst) 
  • Premier Li Keqiang's visit to India (A TV panel discussion on Inside Story with Aljazeera English Channel)
  • India angry with China's perceived intrusion into Daulat Baig Oldie region of Ladakh (Live TV interview on Times NOW of India)
  • China and Russia are closer than commonly thought possible (An Overview)
  • The tangled web of Syria (An Overview)
  • Taiwan-Philippines stand-off over shooting of a Taiwanese fisherman (Live appearance on CCTV)
Africa

  • The Evolution of a New Africa, China and BRICS paradigm and What it means for business (A power-point presentation at an Asian Pacific Region Conference in Beijing)
North Korea
  • How to deal with North Korea's nuclear threat (BBC live radio program)
  • How could talks with North Korea resolve the problem once for all (An  Overview)
  • A long-term solution for North Korea (An Op-ed  in the South China Morning Post)
Japan
  • Will Abe succeed in recovering Japan's lost decades and national pride? (An Overview)
  • Abe trying to manage expectations on Japan's economy (Live on CNBC)
Defense
  • Military and Security Developments involving the PRC, 2013 - Annual Report to Congress (An Overview)
  • White Paper on China's Armed Forces (An Overview)
  • Japan's East Asia Strategic Review 2013 (An Overview) 
Business
  • The explosive growth of China's new consumers (An Overview)
  • China's 2020 consumer in a town you've never heard of (An Overview)
  • China becomes world's largest e-tailing marketplace (An Overview)
  • Challenges and Opportunities of a new era of Manufacturing in China - McKinsey (An Overview)
  • China threatens anti-dumping duty on wines from the EU (Live on BBC World Service)
  • A hidden agenda in the sudden collapse of gold prices - Institute of Political Economy (An Overview)  
China's green future
  • China's Eco Cities of the future on YouTube (An Overview)
  • China at the doorstep to survival in a low-carbon future and implications of a shale gas revolution (A power-point presentation at an Asian Pacific Region Conference in Beijing).
RSS feed
All of the above materials are regularly uploaded under CHINAwatch, Publications and What is New on my website http://www. andrewleunginternationalconsul tants.com If you so wish, you may have instant access to them as soon as they appear on these blogs. Just click on “Subscribe to this blog’s feed” under RSS Feed on top of the right-hand column of each blog and select the appropriate Google feed option. It is absolutely free of charge.
China Links
If you value the content of my website, which includes a collection of mainstream China media and research sites under China Links, you may find it convenient to save my website link on your computer, laptop, tablet, Blackberry, iPhone or iPad as a reference resource.

Real-time consultation service

As China has become a big factor for business decisions around the world, I am making myself available for real-time consultations by telephone, Skype or video conferencing. There is a plethora of commercial video conferencing facilities in Hong Kong and this mode of consultation may be ideal for corporate board meetings. Please email me personally at andrewkpleung@hotmail.com and concurrently text message my Hong Kong mobile +852 98198987 to ensure speedy response. My Skype address is andrew.k.p.leung
Speaking and lecturing opportunities
I will be visiting London during 5-22 August. During this period, I would be happy to attend business meetings or take part in discussion forums. Throughout the year, subject to mutual agreement, I am open to invitations for speaking engagements or visiting lectures worldwide.
The following modular and interactive electives on China, which were included in King's College London's 2012 summer school program website, may be adapted to suit different training requirements -
China – Macroeconomics and International Relations 
Understanding Business in China
A business networking and speaking platform in Hong Kong
As an Advisor to the Denmark-based Executives’ Global Network (EGN) Hong Kong, may I extend to you the opportunity of fielding a suitable speaker for an EGN event in Hong Kong? This will be entirely at our cost with acknowledgement of your support or that of your organization, provided that we are not asked to cover any speaking fee, travel or accommodation expenses. For background on EGN, please visit the following links -
Executives’ Global Network Click here
EGN Hong Kong Click here
Get-together in Hong Kong
Whenever you or your colleagues happen to be visiting Hong Kong, I would love to meet to share thoughts and ideas. Please email me at andrewkpleung@gmail.com

Cheer up and Chill out
If it takes your fancy, you may wish to visit the repertoire of inspirational music videos for a spiritual uplift.

Courtesies
Please allow me to benefit from your guidance, advice, comments, suggestions, and criticisms. Please feel free to share any of my papers, articles, presentations, and TV interviews with your colleagues or friends. You are welcome to publish any of them with full attribution. What is more, if you think that I may add value to your endeavours in any way, please do not hesitate to let me know. On the other hand, if for any reason you do not wish to receive my emails, please tell me to delete your name from my databank permanently. 
Best regards,
Andrew
www.andrewleunginternationalconsultants.com 

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