ACRI Opinion

Australian shares rocked by China rout, but economic fundamentals remain solid

December

By James Laurenceson

Note: This article appeared in The Conversation on August 25 2015.

The facts and the fallacies surrounding the China FTA

December

By James Laurenceson

Note: This article appeared in Business Spectator on August 19 2015

China’s devaluation critics are missing the point

December

By James Laurenceson

Note: This article appeared in Business Spectator on August 14 2015.

With all the attention being given to China’s cheaper currency, a key point is being missed: it’s the market that has driven the renminbi lower. 

Why fears over the Australia-China FTA are overblown

December

By James Laurenceson

Note: This article appeared in East Asia Forum on July 30, 2015.

What China is banking on

December

By James Laurenceson

Note: This article appeared in The Australian Financial Review on July 29 2015.

Two big questions have come out of the wild gyrations in China’s stock market over the past weeks.  

China free trade agreement: baseless fears on labour are holding up progress on historic deal

December

By James Laurenceson

Note: This article appeared in the Daily Telegraph on July 28 2015.

A coalition of trade unions wants to stop the China free trade agreement at the final hurdle — a vote in federal parliament.

What China’s latest GDP numbers tell us

December

By James Laurenceson

Note: This article appeared in Business Spectator on July 24 2015.

Here’s the key takeaway from China’s latest GDP numbers released last week: there’s now greater reason to be optimistic that growth of around 7 percent is sustainable.   

China’s deft economic diplomacy is good for Australia

December

By James Laurenceson

Note: This article appeared in Business Spectator on June 19 2015. 

The fact that it took 10 long years to get the deal done has already been forgotten.  All that matters is that this week Australia and China settled a high quality trade agreement.   

China offers big gains from small investments

December

By James Laurenceson

Note: This article appeared in The Australian Financial Review on June 10 2015. 

China today looks a lot like Korea in the late 1980s. That was long before Samsung became a smartphone leader and back when Hyundai had a reputation for cheap and nasty, not quality on par with Toyota and Ford.   

Sydney’s skyrocketing house prices are worrying, but Chinese buyers aren’t to blame

December

By James Laurenceson

Note: This article appeared in the Sydney Morning Herald on May 29 2015.