The contrast in economic recovery between the US and China is clearly felt in the services sector after their lockdowns, and could stand in the way of the US achieving a V-shaped economic recovery like China's economy is currently exemplifying. Roach sees China's crisis strategy at an advantage so far.
Von Ning Wang
Der Kontrast der wirtschaftlichen Erholung zwischen den USA und China ist nach ihren Lockdowns deutlich im Dienstleistungssektor spürbar und könnte der USA eine V-förmige Erholung der Wirtschaft, so wie Chinas Wirtschaft sie derzeit vorlebt, im Weg stehen. Roach sieht Chinas bisherige Krisenstrategie im Vorteil.
Von Ning Wang
Beijing wants to strengthen its influence over high-ranking personnel in Hong Kong with a controversial electoral reform. It wants to cut the ground from under the remaining opposition forces in the city and place "true patriots" in all public offices.
Von Marcel Grzanna
After years of debate, there is now a draft of a German supply chain law. This will also have an impact on companies with suppliers in Xinjiang: The German solar industry purchases solar modules that are very likely to contain primary products from the province that were manufactured using forced labor. The law hits the industry at an inopportune time. After years of stagnation, some manufacturers want to invest in production facilities again. But controlling suppliers in Xinjiang is difficult to implement, so they might have to rely on more expensive other suppliers.
Von Nico Beckert
Chinese technology companies want to go public again in 2021. Instead of New York, however, AI companies in particular will probably choose Shanghai. They are controversial in the US because of their facial recognition technology. IPOs of Didi Chuxing or parts of TikTok's parent company Bytedance are also possible.
Von Christiane Kuehl
Peking will mit den Olympischen Winterspielen 2022 den Tourismus ankurbeln und die Infrastruktur ausbauen. Hersteller von Wintersportausrüstung aus dem Alpenraum wittern eine Jahrhundertchance. Denn schon im kommenden Jahr könnte China zahlenmäßig zu den führenden Skinationen aufrücken. Peking hofft auf einen Wachstumsschub für strukturschwache Gebiete - und die Alpen auf mehr chinesische Touristen, die bereits zu Hause Skifahren gelernt haben.
Von Frank Sieren
