Shopping malls, trying to differentiate – Wei Gu

+Wei Gu 

Fierce competition between shopping malls and growing appeal of e-commerce makes it important China´s shopping malls differentiate from each others. WSJ´s wealth editor Wei Gu discusses with Mark Israel, CEO of Value Retail China what those malls can do.

Wei Gu is a speaker at the China Speakers Bureau. Do you need her at your meeting or conference? Do get in touch or fill in our speakers´ request form.

Are you interested in more stories from Wei Gu? Do check this regularly updated list.

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Why China´s millionaires turn to football – Wei Gu

+Wei Gu 

Alibaba´s Jack Ma was only the latest of a string of Chinese millionaires investing into football in their country. Football is a game changer, only in the early phase of commercializatin, say WSJ´s wealth editor Wei Gu and Roy Lu of Starline Inc., a Sino-U.S. sports entertainment agency.

Wei Gu is a speaker at the China Speakers Bureau. Do you need her at your meeting or conference? Do get in touch or fill in our speakers´ request form. 

Are you a media representative and interested in talking to one of our speakers? Do drop us a line. 

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No big stimulus, despite rising inflation - Shaun Rein

+Shaun Rein 

Inflation is up, but business analyst Shaun Rein does not expect the government to push more liquidity into the economy, he tells at Bloomberg TV. The weak domestic demand is troublesome, though, he says: "I have never seen it so bad in my 17 years in China.

Shaun Rein is a speaker at the China Speakers Bureau. Do you need him at your meeting or conference? Do get in touch or fill in our speakers´ request form.Are you interested in the latest stories by Shaun Rein? Do check in here.

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Turning point in the real estate market - Wei Gu

+Wei Gu 

WSJ wealth editor Wei Gu discusses the turning point in China´s real estate market with JP Morgan economist Zhu Haibin. While weak demand and oversupply leads to an adjustment, no price collapse is expected like in the US real estate crisis.

Wei Gu is a speaker at the China Speakers Bureau. Do you need her at your meeting or conference? Do get in touch or fill in our speakers´ request form.

Are you interested in more contributions from Wei Gu, check our list here. Or visit our list of financial experts at the China Speakers Bureau.

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Tech tit-for-tat likely to hurt US interests - Shaun Rein

+Shaun Rein 

China is hitting US tech interests now on an almost daily basis, and this battle is likely to continue in the coming months, tells business analyst Shaun Rein at Bloomberg TV. While the Edward Snowden disclosures might have set off these measures, the indictment of five Chinese for cyber espionage was the trigger.

Shaun Rein is a speaker at the China Speakers Bureau. Do you need him at your meeting or conference? Do get in touch or fill in our speakers´ request form.  

Are you interested in more internet experts from the China Speakers Bureau? Do have a look at this recent list.

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Only high unemployment might trigger off real stimulus - Shaun Rein

+Shaun Rein 

Figures coming from China, especially recent PMI data look gloomy, but business analyst Shaun Rein does not expect any major stimulus plan soon, he tells in MoneyControl. Only high unemploymency, for example when many graduates cannot find jobs in June, could trigger off a minor stimulus plan.

Shaun Rein:

The indicator is not going to be PMI. It is not going to be GDP. It is going to be unemployment, especially university unemployment. There are going to be about 7 million Chinese university graduates that hit the job market in June of this year. If they cannot find jobs, and if lower income Chinese are at higher unemployment levels, then you are going to see a stimulus come in. What I expect to see over the next four-six weeks is: late easing. The government is going to probably announce some big infrastructure projects like the bridge or airport but they are not going to be new initiatives. These are going to be initiatives that they had already announced a year ago or six months ago and they are just going to accelerate the timetable. But the key is not PMI, it is going to be unemployment and wage numbers.

More in MoneyControl.

 Shaun Rein is a speaker at the China Speakers Bureau. Do you need him at your meeting or conference? Do get in touch or fill in our speakers´ request form.

Are you a media representative and do you want to talk to one of our speakers? Do drop us a line.

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Pushing back financial repression - Arthur Kroeber

Arthur Kroeber

China has promised wide-ranging financial reforms, moving from repression to the market. The is much-needed change tells economist Arthur Kroeber in the Institutional Investor, to allow household to use their earnings in a more sensible way.

The Institutional Investor:

What set of motives would make the government - in this case the all-powerful seven members of the Standing Committee of the Politburo of the Communist Party of China, led by Li and President Xi Jinping - more decisive in marketizing credit? 

They have three interrelated motives: rebalancing China´s macro economy away from financial repression, sustaining real economic growth and avoiding a meltdown of the shadow banking system. 

"The financial repression model creates a tangle of side effects, which if not eventually pruned back can severely impede economic growth," explains Arthur Kroeber, senior fellow at the Brookings-Tsinghua Center in Beijing and editor of the China Economic Quarterly. "Households earn a lot less income from their bank deposits than they would if interest rates were set by the market, so household incomes tend to grow slower than GDP. 

Second, because the return on their savings is minimal, households need to save a larger share of their annual income in order to meet their long-run savings goals for retirement and medical expenses. Finally and more subtle, cheap capital creates incentives for investing in capital-intensive manufacturing rather than labor-intensive services." In short, financial repression must be rolled back to rebalance away from fixed investment´s towering 50 percent share of the economy.

More at the Institutional Investor.

Arthur Kroeber is a speaker at the China Speakers Bureau. Do you need him at your meeting or conference? Do get in touch or fill in our speakers´request form.

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Why Sina weibo´s valuation is too high - Shaun Rein

+Shaun Rein 

Sina´s weibo is preparing for an IPO, but business analyst Shaun Rein feels that their valuation is way too high, he tells at Bloomberg TV. Weibo is not longer the hot company it used to be, after a government crackdown and competition by WeChat.

Shaun Rein is a speaker at the China Speakers Bureau. Do you need him at your meeting or conference? Do get in touch or fill in our speakers´ request form.  

Are you a media representative and do you need to talk to one of our speakers? Do drop us a line.

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The push and pull between banks and regulators on lending - Wei Gu

Wei Gu

WSJ Wealth editor Wei Gu discusses with May Yan of Barclays whether the current lending spree is a sign of economic recovery, and what the chances are of the financial regulators to move into the market and curb lending again. China's banks are eager to lend again, and the financial regulators are trying to stop them again. Is the economy recovering?

Wei Gu is a speaker at the China Speakers Bureau. Do you need her at your meeting or conference? Do get in touch or fill in our speakers' request form.

On Thursday 7 February the China Weekly Hangout will focus on education: a goldmine or a black hole (and for whom). You can register at our event page, and also leave there your questions and comments. 

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