John Lee

The real picture on China’s state-owned enterprises

2 comments
It’s time to really debunk the myths on China. Its state-owned enterprises are inefficient, but they still dominate the key sectors.

When the going gets tough, China cuts rates

3 comments
Australia should be wary of counting on Chinese growth to help propel its economy forward.

A reality check for the China-Australia FTA

12 comments
There are many reasons why Australians should be excited about the free trade agreement with China, but there remain a number of unknowns.

The strategic cost of South Korea’s Japan bashing

2 comments
South Korea's open hatred of Japan could come back to bite as the threat of a nuclear-armed North Korea grows.

Business is missing the big picture in Hong Kong

7 comments
Pro-democracy protests have been criticised by Hong Kong's business groups, but the consequences of pro-mainland governance will be much more profound.

How authoritarian states 'win' internationally

1 comment
The kind of athletes North Korea and China sent to the recently concluded Asian Games are simply not found in the west.

Bar set low for a ‘do no harm’ China-Australia FTA

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An FTA between the two countries is as much about diplomacy as it is about economics.

The four groups that fooled the world on the Chinese 'economic miracle'

12 comments
Less than a decade ago, China sceptics were labelled crackpots and curiosities. As the China slowdown continues, it's time to look back to see who exactly was spreading the hype.

Why Australia's relationship with Japan infuriates China

9 comments
Beijing is demonising Japan for strategic reasons, but the Abbott government refuses to play ball.

A reality check will ground China's sky-high ambitions

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Despite pouring billions into the commercial airplane market, China will struggle match its high-tech, private sector multinational rivals.

The middle-income trap will haunt China

1 comment
Several East Asian nations have surpassed the middle-income barrier, but China's weak institutions and reliance on fixed investment mean that slower growth is a structural inevitability.

China needs a new way to manufacture export growth

Technologies such as 3D printing are disrupting the East Asian model of export manufacturing, which uses low-cost labour as its competitive advantage. China will have to rethink its strategy... or risk being left behind.

Don't believe the hype about the renminbi

1 comment
The renminbi may be a rising force in global transactions, but without profound economic reform in China the talk of its rapid internationalisation has no currency.

The truth about China's lies and statistics

5 comments
China's growth figures are notoriously unreliable and, as its economy slows, inaccuracies become even more important. All signs point to China becoming a normal economy... with abnormally large problems.

Why China must tolerate democracy in its midst

3 comments
A Chinese white paper on Hong Kong's political autonomy has raised the hackles of democracy activists, but a softer touch is required if Beijing wants to avoid any diplomatic and reputational fallout.

How Japan spoiled China's power play

8 comments
Japan's renewed geopolitical confidence has thrown a spanner in China's strategy blueprint, all but dashing Beijing's hopes for total dominance over maritime Asia.

It's time to talk tough on the rough China seas

4 comments
Australia’s passivity toward disputes in East Asia is largely explained by the fact that we seem to have no skin in the game. But doing nothing is becoming less and less of an option.

Bears are circling bulls in the China shop

1 comment
China bears will likely be waiting for the nation’s ‘Lehman moment’ for some time, but that doesn't mean there aren't deep problems brewing.

Why China fears the Putin precedent

3 comments
Beijing is wary of Russia's Ukraine actions and probably just as confused about how to respond as America and Western Europe - but for very different reasons.

Hard words won't shatter China-Australia relations

1 comment
The Abbott government's forthright approach to diplomatic relations with Beijing may have ruffled some feathers, but it won't preclude a strong economic relationship between the two nations.

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