image credit: China Daily The prospect of an NPL portfolio to rival that of the early 2000s does pose the threat of tipping China’s economy into contraction. Tipping points such as a co-incidental price inflation spike in the cost of energy and commodities (as had been seen in 2008 at the threshold of the global [...]
At the end of 2010 Shell Oil produced two future scenarios of how the world might revert wholesale to renewable energy sources – Scramble and Blueprint – both of which take account of China’s new-found role as energy heavyweight. TrendsAsia extended the Scramble scenario into a third, grittier scenario called Skirmish The first, called Scramble, sees [...]
The TrendsAsia China Impact™ Watch critical trends analysis model does not see a hard landing for the Chinese economy as a high-probability proposition. The China Impact™ Watch framework reviews Political, Economic, Social, Technological, Legal, Environmental and Demographic (PESTELED) trends that impact companies doing business in China. However, three scenarios could trigger a hard landing and [...]
The TrendsAsia China Impact™ Watch critical trends analysis model does not see a hard landing for the Chinese economy as a high-probability proposition. The China Impact™ Watch framework reviews Political, Economic, Social, Technological, Legal, Environmental and Demographic (PESTELED) trends that impact companies doing business in China. However, three scenarios could trigger a hard landing and [...]