Chinese Economics Thread

now I read
Alibaba signs deal to offer Disney shows on video platform
2018-02-12 15:25 GMT+8
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Alibaba Group Holding Ltd’s entertainment arm has signed a licensing agreement with Walt Disney Company in a deal that will provide the Chinese group’s Youku video streaming platform with the largest Disney animation collection in China.

Alibaba said in a press release on Monday that the multi-year licensing agreement signed between Alibaba Digital Media and Entertainment Group and Disney subsidiary Buena Vista International Inc will see more than 1,000 Disney episodes released on Alibaba platforms which include set-top boxes.

The deal comes as Disney faces obstacles in getting digital television content into China. In 2016, its DisneyLife online content venture, which it launched with Alibaba, was shut down by Chinese regulators less than five months after operations began.

"The addition of Disney content greatly enriches the library of quality international content on Alibaba’s media and entertainment ecosystem, giving us a leading edge in foreign content distribution in China,” said Yang Weidong, president of Youku at Alibaba Digital Media and Entertainment Group.

Alibaba did not disclose the value of the deal.
 

Anlsvrthng

Captain
Registered Member
Anlsvrthng
I noticed you were pushing against China on several pages, I tried to ignore, but now tell me what is your reference to Nazi Germany supposed to mean?!

contrary to your statement
"Example there was a moment like this in 1937 in Germany, when they reached the maximum level of armament making."
Nazi Germany of course produced more weapons during WW2 than in 1937, so what are you insinuating here?!
In 2006-7 we discussed with guys the problems of the US housing market quite big deep, but nobody labelled us like"pushing against the uS" : )


It is not "Nazi" germany , but rather than the economical management / problems that Germany has in 1937-8, and China facing now.

At 1930 Germany has high unemployment and underutilisation, it was solved by starting a big armament program and running war time like economical management.
This solved the prroblem of excess unemplyoment, and generated 8-10% growth for a decade, but around 1937 they moped up the unemployed, the low utilisedworkforce (from gariculture and so on) and they faced stagnating perfomrance ( means they reached the maximum level of peace time military porcution) , growing wages, and workforce shortage.


At that point they had the choice to wound down the military production, and simply rebalance the economy to consumption from investment/military production, or hit the wall,and be forced to do the same.

The situation is similar in china, appart from the investment in China is not weapon making industry, but roads, buildings, infrastructure and factories to make all of these.
And the economy growth in the past decade(s) was mainly the growth of the capability to make more of the above.

Now the next step can be to wound down the excess capacities,send into bankrupcy many companies, BUT protect the workers and consumers , and pushing under the bus the goverment officials and business owners/ management.
Or just try to go forward this road, and face labour shortag.

China managed to do all of this due to the tight control of the goverment above the economy like in Germany in the 30s.
But at sam point you have to pass the control to the consumers.
 

Anlsvrthng

Captain
Registered Member
Probably that China will expand like Nazi Germany in the event of economic collapse? Historical records indicate that the German economy was actually on the verge of meltdown in the years before WWII.

I hope that's not his intention, because that would steer into deeply political (and thus forbidden) territories here.

I don't think that .
By the history records, and the recent events the Chinese goverment the Chinese population generaly quite peacefull, and try to avoid the war. Not like any typical European nation : )

I mean the Tsar family lying under an unnamed road in Syberia , but the least Chinese emperror was potected by Mao's goverment during the cultural revolution , and died due to cancer . Doesn't sound aggressive and blood thirsty .

Actually, based on the recent Chinese military strategy follow Sun Tzu
"Hence to fight and conquer in all your battles is not
supreme excellence; supreme excellence consists in
breaking the enemy's resistance without fighting."

Chinese sea islands : )
 

Anlsvrthng

Captain
Registered Member
Of course China can have a higher vehicle ownership than UK's 510 vehicles/1000 persons. For example, San Marino has a population density of 505, yet it as a vehicle ownership of 1263 vehicles/1000 persons.

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San Marino has a population of 66000 person, and it is actualy a city in Italy.That is state as well.

So, I don't think that the number of cars there has any statistical importance to the Chinese car market.
 

Anlsvrthng

Captain
Registered Member
It's money in the bank.



So what? The U.S. is still a wealthier nation than China. The average American is still wealthier than the average Chinese. However, since China has 4 times more people, aggregately China now buys as much as stuff as the U.S. See below:
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Who says Chinese investment has an overall negative return? You are now starting to make things up.

The average person can have money in the bank, but on country level each deposit has to lended out to sameone to make the interest, means one person deposit is a liability of another person.

Per definition each person has to stay allive, means that has to drink/eat, so they will consume from basic neccessities the same ammount anywhere on the earth. So on its own it is a meaningless data.

china-banks-balance-sheet.png

china-gdp-growth-annual.png


How much is the return of each yuan lent out in the january of 2018?
I mean, the ammount of loans exponentialy growing, but the GDP decreasing.
Only explanation is the real return on the new loans going to zero, or under zero now.
 

2handedswordsman

Junior Member
Registered Member
[QUOTE="Now the next step can be to wound down the excess capacities,send into bankrupcy many companies, BUT protect the workers and consumers , and pushing under the bus the goverment officials and business owners/ management.
Or just try to go forward this road, and face labour shortag.

China managed to do all of this due to the tight control of the goverment above the economy like in Germany in the 30s.
But at sam point you have to pass the control to the consumers.[/QUOTE]

At this turning point you describe,the best CPC can do is to push economy to a step by step (not with force) collectivization again, protecting individuals, micro and medium businesses from antagonizing each other to destinction . Its also a way to educate masses in practice about socialism and how conscioussly imply it. Its not 1949 . An other step could be to cut working hours to 6 a day for example without cutting salaries as the huge automation plan is taking over and there'll be no losses at productivity factor . Less hours per day more workers with jobs! More smiles, more free time to educate yourself and have fun.

question for every one. What are the rules for land ownership in China? Can you just buy land and keep it forever , pass it to your children etc ? is something like rent or adverse possession?
what is going on for real?
 

Anlsvrthng

Captain
Registered Member
China , car manufacturing ( with truck up to and including class 8 and bus) for jan 2018 : 2.5 million , jan 2017 : 2.4 mill , 3.9% grow
Bus + class 4-8 , 2018: 180k, 2017 : 105k .

Small vehicles on they own shown +5% growth.
side note, truck+ bus including heavy duty had 1.1 million unit manufactured in 16, and 1,58 in 17 , the world manufactured 3.7 million truck , so made ( and used) in china was the 42% of trucks manufactured on earth.

rolling 12 month sum of manuf vehicles, without all truck class and bus chasis shown 3.1% growth.between 17 and 18.
between 16 and 17 the growth was 12.8%.
rolling 17 dec was 2.2%

World car output ( inc, everything) shown +8.5% change for rolling 12 month from 17 to 18 jan

In 17 jan there was three days holiday due to spring festival , and and this year the three days accounted in February .

All number rounded .
 
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