Archive | China SignPost™ 洞察中国

03 November 2010

China SignPost™ 洞察中国 #5–Gray Gold: China’s Rare Earth Power Play, Impacts, and Suggested Consumer Responses

Gabe Collins and Andrew Erickson, “Gray Gold: China’s Rare Earth Power Play, Impacts, and Suggested Consumer Responses,” China SignPost™ (洞察中国), No. 5 (3 November 2010).
Gray gold
China’s rare earth power play, impacts, and suggested consumer responses
China SignPost™ 洞察中国–“Clear, high-impact China analysis.”©
***Note: this summary version does not contain graphics, which are available in the PDF edition.***
Tighter export quotas […]

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12 October 2010

China SignPost™ 洞察中国 #4–Be Careful What You Wish For: Further Appreciation of China’s Currency Would Deliver Positive and Negative Results for US

Gabe Collins and Andrew Erickson, “Be Careful What You Wish For: Further Appreciation of China’s Currency Would Deliver Positive and Negative Results for US,” China Signpost™ (洞察中国), No. 4 (12 October 2010).
China Signpost™ 洞察中国–“Clear, high-impact China analysis.”©
On 29 September 2010, the US House of Representatives passed the Currency Reform for Fair Trade Act by […]

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18 September 2010

China Signpost 洞察中国™ #3–Salt of the Earth: BHP Billiton’s Bid for Potash Corp Likely to Drive Chinese Potash Investment in Belarus, Russia, and Africa

Gabe Collins, “Salt of the Earth: BHP Billiton’s Bid for Potash Corp Likely to Drive Chinese Potash Investment in Belarus, Russia, and Africa,” China Signpost (洞察中国)™, No. 3 (18 September 2010).
China Signpost 洞察中国™–“Clear, high-impact China analysis.”©
A successful deal would give BHP control over more than 20% of global potash production. This share would rise as […]

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17 August 2010

China Signpost 洞察中国™ #2–Looking After China’s Own: Pressure to Protect PRC Citizens Working Overseas Likely to Rise

Andrew Erickson and Gabe Collins, “Looking After China’s Own: Pressure to Protect PRC Citizens Working Overseas Likely to Rise,” China Signpost 洞察中国™, No. 2 (17 August 2010).
China Signpost 洞察中国™–“Clear, high-impact China analysis.”©
Numerous Chinese citizens are entering Africa and other conflict-prone areas, both as employees of large corporations and as individual entrepreneurs in pursuit of profit. […]

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26 May 2010

First Issue of China Signpost 洞察中国™ — #1: “Oversea Trumps Overland: China’s Oil Supply Future is Maritime”

Andrew Erickson and Gabe Collins, “Oversea Trumps Overland: China’s Oil Supply Future is Maritime,” China Signpost 洞察中国™, No. 1 (26 May 2010).
China Signpost 洞察中国™–“Clear, high-impact China analysis.”©

China is now the world’s second-largest oil user.
40% of its oil comes by sea.
Pipelines will not reduce China’s growing seaborne oil imports.
Increasing reliance on sea lane security worries Chinese policy […]

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