Investment Blog

Key themes: National security, Economic security, Critical minerals, Supply chains, Critical mineral joint action plan, Indo-pacific strategy Canada recently ordered several Chinese companies to divest from Canadian critical mineral lithium mining operations. Sinomine (Hong Kong) Rare Metals Resources Co Ltd, Chengze Lithium International Ltd, also… Read More »Critical minerals securitization and new Indo-Pacific strategy signal headwinds for Chinese investors

2021 was the “Year of the Crackdown” in China; the year was marked by a series of wide-ranging regulatory and economic reforms and crackdowns on Chinese industry, popular culture, and technology. The economic impact of these crackdowns has been significant and wide-ranging, leaving few untouched,… Read More »Reflecting on China’s “Year of the Crackdown”: Uncertainty (and opportunity?)

Evergrande, China’s second-largest property developer, has been drawing a lot of attention in recent months as it sits on the verge of collapse, threatening to default on payments of its mounting debt.  The real estate giant, founded in Guangdong in 1996 by billionaire Xu Jiayin,… Read More »Evergrande at the Forefront of China’s Property Debt Crisis

The U.S.-China economic relationship under the Biden Administration, while lacking the bombast of President Trump, has been highlighted by a continued “get tough” approach. However, recent reports indicate that there is optimism surrounding the potential resolution of the ongoing trade war. Elements of the economic… Read More »U.S. Adds to China Investment Ban as Trade Talks Resume

On May 13, 2021, the Ministry of Commerce of the People’s Republic of China (MOFCOM) reported that overall foreign direct investment (FDI) flowing into China grew by 38.6% (over the first four months of 2021, when compared with the same period in 2020. The January-April numbers also increased by… Read More »China Reports FDI Surge, Cross-Strait Semiconductor Investment

The CIUA previously published an occasional paper analyzing the Investment Canada Act in December 2020. The paper outlined a series of China-related considerations relevant to the Standing Committee on Industry, Science, and Technology (INDU)’s study of the Investment Canada Act.  The final report from INDU… Read More »Investment Canada Act Report Faces Opposition in Parliament

On March 24, 2021, Canada’s Minister of Innovation, Science, and Industry, François-Philippe Champagne, announced updates to the Guidelines on the National Security Review of Investments, which fall under section 38 of the Investment Canada Act (ICA). This update provides significant textual additions and clarity to the guidelines, which were last… Read More »Government of Canada Releases Foreign Investment Review Update to Investment Canada Act

As profiled in a January 5, 2021 CIUA Investment Tracker blog post, the new year started off with a landmark investment deal – the Comprehensive Agreement on Investment (CAI) – between the European Union and China. The agreement, set to replace the mix of investment agreements… Read More »Update: EU/China Comprehensive Investment Agreement Threatened by Sanction Fallout

On January 24, 2021, the United Nations Conference on Trade and Development (UNCTAD) released a report highlighting 2020 investment trends. Global foreign investment flows (FDI) dropped precipitously by 42%, according to preliminary estimates. The report notes that “[this] decline was concentrated in developed economies, where… Read More »China Attracts Record High Foreign Investment Last Year

The New York Stock Exchange (NYSE) announced on January 6, 2021 that it would delist three major Chinese telecommunications firms – China Telecom, China Mobile, and China Unicom – to comply with Executive Order (EO) 13959 (the “Order”), a November 2020 presidential directive aimed at… Read More »NYSE Flip-Flops on China Telecom Delisting Amid Reports of Broader China Investment Restrictions