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China’s Economic Rise: History, Trends, Challenges, and Implications for the United States

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Order Code RL33534 China’s Economic Conditions Updated November 320, 2008 Wayne M. Morrison Specialist in International Trade and Finance Foreign Affairs, Defense, and Trade Division China’s Economic Conditions Summary Since the initiation of economic reforms 30 years ago, China has become one of the world’s fastest-growing economies. From 1979 to 2007 China’s real gross domestic product (GDP) grew at an average annual rate of 9.8%. Real GDP grew 11.4% in 2007 (the fastest annual growth since 1994). However, China faces a number of challenges, including the fallout from the global financial crisis, widespread government corruption, an inefficient banking system, over-dependence on exports and fixed investment for growth, pollution, widening income disparities, growing inflationary pressures, and the current global financial crisis. The Chinese government has indicated that it intends, over the coming years, to create a “harmonious society” that would promote more balanced economic growth and address a number of economic and social issues. Trade and foreign investment continues to play a major role in China’s booming economy. From 2004 to 2007, the value of total Chinese merchandise trade nearly doubled. In 2007, China’s exports (at $1,218 billion) exceeded U.S. exports (1,162 billion) for the first time. China’s imports were $956 billion and its trade surplus was $262 billion (a historic high). Well over half of China’s trade is conducted by foreign firms operating in China. The combination of large trade surpluses, foreign direct investment flows, and large-scale purchases of foreign currency have helped make China the world’s largest holder of foreign exchange reserves at $1.59 trillion at the end 2007September 2008. China’s economy continues to be a concern to many U.S. policymakers. On the one hand, U.S. consumers, exporters, and investors have greatly benefitted from China’s rapid economic and trade growth. On the other hand, the surge in Chinese exports to the United States has put competitive pressures on various U.S. industries. Many U.S. policymakers have argued that China often does not play by the rules when it comes to trade and they have called for greater efforts to pressure China to fully implement its World Trade Organization (WTO) commitments and to change various economic policies deemed harmful to U.S. economic interests, such as its currency policy, its use of subsidies to support state-owned firms, trade and investment barriers to U.S. goods and services, and failure to ensure the safety of its exports to the United States. Concerns have also been raised over China’s rising demand for energy and raw materials, its impact on world prices for such commodities, increased pollution levels, and efforts China has made to invest in energy and raw materials around the world, including countries (such as Iran and Sudan) where the United States has political and human rights concerns. The current global financial crisis has raised a number of questions over how China will respondmight respond in terms of stimulating its own economy and possibly assisting troubled economies around the world. This report provides an overview of China’s economic development, challenges China faces to maintain growth, and the implications of China’s rise as a major economic power for the United States. This report will be updated as events warrant. Contents Most Recent Developments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 An Overview of China’s Economic Development . . . . . . . . . . . . . . . . . . . . . . . . 32 China’s Economy Prior to Reforms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32 The Introduction of Economic Reforms . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 China’s Economic Growth Since Reforms: 1979-Present . . . . . . . . . . . . . . 43 Causes of China’s Economic Growth . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54 Measuring the Size of China’s Economy . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 Foreign Direct Investment in China . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 China’s Trade Patterns . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 China’s Major Trading Partners . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 Major Chinese Trade Commodities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 China’s Growing Appetite for Imported Oil . . . . . . . . . . . . . . . . . . . . . . . . 12 China’s Growing Overseas Direct Investment . . . . . . . . . . . . . . . . . . . . . . . . . . . 13 Major Long-Term Challenges Facing the Chinese Economy . . . . . . . . . . . . . . . 16 Fallout From the Current Global Financial Crisis . . . . . . . . . . . . . . . . . . . . . . . . 1819 Appendix. China’s Growing Economic Ties with Africa, North Korea, and Iran and Iran . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21 China-Africa Trade . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21 China’s Imports From Africa . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21 China’s Mineral Fuel Imports From Africa . . . . . . . . . . . . . . . . . . . . . 22 China’s Exports to Africa . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23 China’s Trade with North Korea . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24 China’s Trade With Iran . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25 List of Tables Table 1. China’s Average Annual Real GDP Growth: 1960-2008 . . . . . . . . . . . 4 Table 2. Comparisons of U.S., Japanese, and Chinese GDP and Per Capita GDP in Nominal U.S. Dollars and PPP, 2007 . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 Table 3. Major Foreign Investors in China: 1979-2007 . . . . . . . . . . . . . . . . . . . . 87 Table 4. Foreign Direct Investment by Sectors in 2007 . . . . . . . . . . . . . . . . . . . . . 8 Table 5. China’s Merchandise World Trade, 1979-2007 . . . . . . . . . . . . . . . . . . . 98 Table 6. China’s Major Trading Partners: 2007 . . . . . . . . . . . . . . . . . . . . . . . . 10 Table 7. Major Chinese Exports: 2007 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 Table 8. Major Chinese Imports: 2007 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 Table 9. Top 10 Destinations for China’s Overseas Direct Investment: 2005 . . 15 Table 10. Top Five African Sources of Chinese Imports: 2004-2007 . . . . . . . . 22 Table 11. Top Five Chinese Imports from Africa: 2004-2007 . . . . . . . . . . . . . . 22 Table 12. Table 13. Table 14. Table 15. Table 16. Top Five African Suppliers of Mineral Fuel to China: 2007 . . . . . . . 23 China’s Top Five African Export Markets: 2004-2007 . . . . . . . . . . . 23 Top Five Chinese Exports to Africa: 2004-2007 . . . . . . . . . . . . . . . . 24 Major Chinese Exports to North Korea: 2004-2007 . . . . . . . . . . . . . 25 Major Chinese Imports from North Korea: 2004-2007 . . . . . . . . . . . 25 China’s Economic Conditions The rapid rise of China as a major economic power within a time span of about 30 years is often described by analysts as one of the greatest economic success stories in modern times. From 1979 (when economic reforms began) to 2007, China’s real gross domestic product (GDP) grew at an average annual rate of over 9.8%; in 2007, it rose by 11.4%. The Chinese economy in 2007 (in real terms) was nearly 14 times larger than it was in 1979, and real per capita GDP was more than 10 times larger. By some measurements, China is now the world’s second largest economy and some analysts predict it could become the largest within a few decades. China’s economic rise has led to a substantial increase in U.S.-China economic relations. Total trade between the two countries surged from $5 billion in 1980 to $387 billion in 2007 (U.S. data). In 2007, China was the United States’ second largest trading partner, its third largest export market, and its largest source of imports. Many U.S. companies have extensive manufacturing operations in China in order to sell their products in the booming Chinese market and to take advantage of low cost labor for manufacturing products for export. These operations have helped U.S. firms remain internationally competitive and have supplied U.S. consumers with a variety of low cost goods. China’s large-scale purchases of U.S. Treasury securities have enabled the federal government to fund its budget deficits and help keep U.S. interest rates relatively low. However, the emergence of China as a major economic superpower has raised concern among many U.S. policymakers. Some express concern over the large and growing U.S. trade deficits with China, which rose from $10.4 billion in 1990 to $256 billion in 2007, and are viewed by many Members as an indicator that U.S.Chinese commercial relations are imbalanced or unfair. Others claim that China uses unfair trade practices (such as an undervalued currency and subsidies to domestic producers) to flood U.S. markets with low cost goods, and that such practices threaten American jobs, wages, and living standards. Numerous bills have been introduced in the 110th Congress to address various Chinese economic trade practices deemed to be unfair, such as its currency policy. China faces a number of significant economic challenges, including the fallout from the global financial crisis (which could slow its exports and hence economic growth), a weak banking system, widening income gaps, growing pollution, unbalanced economic growth (through over-reliance on exports), and widespread economic efficiencies resulting from non-market policies. The Chinese government views a growing economy as vital towardto maintaining social stability. This report provides background on China’s economic rise and current economic structure and the challenges China faces to keep its economy growing strong, and describes Chinese economic policies that are of concern to U.S. policymakers. CRS-2 Most Recent Developments 1 ! On October 25, 2008, a Chinese Foreign Affairs official was reported by China’s media as stating China supported “effective and comprehensive reforms”of the global financial system. On October 30, 2008 another official stated: “In the future we are also willing, within the ambit of our abilities, to continue positively considering participating in a range of rescue plans." ! On October, 8 2008, China’s central bank announced plans to cut interest rates and the reserve-requirement ratio in order to help stimulate the economy. The announcement coincided with announcements by the U.S. Federal Reserve and other central banks of major economies around the world to lower their benchmark interest rates. China cut rates again on October 29. ! On September 22, 2008, President Bush telephoned Chinese President Hu to discuss efforts the Administration was taking to stabilize the U.S. economy. ! On October 15, 2008, the Bank of China reported that the exchange rate between the Chinese Renminbi and the U.S. dollar stood at 6.83, an appreciation of 18.7% since China’s currency was reformed in July 2005. ! On September 11, 2008, the Chinese government reported that from January to August 2008, exports and imports rose by 21.1% and 23.1%, respectively. ! On August 6, 2008, the Chinese government reported that GDP grew by 10.4% in the first half of 2008 over the same period in 2007. On August 1, 2008, the government reported that foreign direct investment in China had risen by 46% over the same period in 2007. ! On July 28, 2008, the Chinese government announced that there were 253 million internet users in China, a figure they claimed exceeded the number of U.S. users. ! On July 21, 2008, the government reported that the consumer price index for January-June 2008 was had risen by 7.9% over the previous year, raising concerns in China that inflation could threaten future economic growth.1November 20, 2008, the Bank of China reported that the exchange rate between the Chinese renminbi and the U.S. dollar stood at 6.83, an appreciation of 18.7% since China’s currency was reformed in July 2005. ! On November 15, 2008, Chinese President Hu Jintao attended the summit meeting of the Group of 20 (G-20) countries in Washington, D.C. to discuss the current global financial crisis. Hu stated that “steady and relatively fast growth in China is in itself an important contribution to international financial stability and world economic growth.” ! On November 9, 2008, the Chinese government announced it would implement a two-year $586 billion stimulus package, mainly dedicated to infrastructure projects. ! On October 24, 2008, the Chinese government reported that approved foreign direct investment over the first nine months of 2008 had fallen by 26% over the same period in 2007. ! On October, 8 2008, China’s central bank announced plans to cut interest rates and the reserve-requirement ratio in order to help stimulate the economy. The announcement coincided with announcements by the U.S. Federal Reserve and other central banks of major economies around the world to lower their benchmark interest rates. China cut its rates again on October 29. ! On June 13, 2008, the Netherlands Environmental Assessment Agency announced that, according to its estimates, China in 2007 became the world’s largest emitter of CO2, surpassing the United The CPI for 2007 was up 4.8% over the previous year (compared with 1.5% in 2006). CRS-3 States by 14%, and accounting for two-thirds of last year’s global carbon dioxide increase. ! On May 12, 2008, China’s Sichuan Province was struck by a strong earthquake. The Chinese government estimated that (as of June 23, 2008) 69,181 people were killed, 374,171 injured, and 18,498 were missing. An Overview of China’s Economic Development China’s Economy Prior to Reforms Prior to 1979, China maintained a centrally planned, or command, economy. A large share of the country’s economic output was directed and controlled by the state, which set production goals, controlled prices, and allocated resources throughout most of the economy. During the 1950s, all of China’s individual CRS-3 household farms were collectivized into large communes. To support rapid industrialization, the central government undertook large-scale investments in physical and human capital during the 1960s and 1970s. As a result, by 1978 nearly three-fourths of industrial production was produced by centrally controlled stateowned enterprises according to centrally planned output targets. Private enterprises and foreign-invested firms were nearly nonexistent. A central goal of the Chinese government was to make China’s economy relatively self-sufficient. Foreign trade was generally limited to obtaining only those goods that could not be made or obtained in China. Government policies kept the Chinese economy relatively stagnant and inefficient, mainly because there were few profit incentives for firms and farmers; competition was virtually nonexistent, and price and production controls caused widespread distortions in the economy. Chinese living standards were substantially lower than those of many other developing countries. The Chinese government hoped that gradual reform would significantly increase economic growth and raise living standards. The Introduction of Economic Reforms Beginning in 1979, China launched several economic reforms. The central government initiated price and ownership incentives for farmers, which enabled them to sell a portion of their crops on the free market. In addition, the government established four special economic zones along the coast for the purpose of attracting foreign investment, boosting exports, and importing high technology products into China. Additional reforms, which followed in stages, sought to decentralize economic policymaking in several sectors, especially trade. Economic control of various enterprises was given to provincial and local governments, which were generally allowed to operate and compete on free market principles, rather than under the direction and guidance of state planning. Additional coastal regions and cities were designated as open cities and development zones, which allowed them to experiment with free market reforms and to offer tax and trade incentives to attract CRS-4 foreign investment. In addition, state price controls on a wide range of products were gradually eliminated. China’s Economic Growth Since Reforms: 1979-Present Since the introduction of economic reforms, China’s economy has grown substantially faster than during the pre-reform period (see Table 1). From 1960 to 1978, real annual GDP growth was estimated at 5.3% (a figure many analysts claim is overestimated, based on several economic disasters that befell the country during this time, such as the Great Leap Forward from 1958-1960 and the Cultural Revolution from 1966-1976). During the reform period (1979-the present), China’s average annual real GDP grew by 9.8%; it grew by an estimated 11.4% in 2007 over the previous year. Since economic reforms were begun, the size of the economy in CRS-4 real terms has increased 14-fold, and real per capita GDP (a common measurement of living standards) has gone up 10-fold.21 Table 1. China’s Average Annual Real GDP Growth: 1960-2008 Time Period 1960-1978 (pre-reform) 1979-2007 (post-reform) 1990 1991 1992 1993 1994 1995 1996 1997 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 First half 2008 Average Annual Growth (%) 5.3 9.8 3.8 9.3 14.2 14.0 13.1 10.9 10.0 9.3 7.8 7.6 8.4 8.3 9.1 10.0 10.1 9.9 11.1 11.4 11.4 Source: Official Chinese government data and Economist Intelligence Unit. 2 Calculated by CRS from data in Global Insight’s Country Intelligence on China’s Economy, Detailed Quarterly Forecast, January 2, 2008. CRS-5 Causes of China’s Economic Growth Economists generally attribute much of China’s rapid economic growth to two main factors: large-scale capital investment (financed by large domestic savings and foreign investment) and rapid productivity growth. These two factors appear to have gone together hand in hand. Economic reforms led to higher efficiency in the economy, which boosted output and increased resources for additional investment in the economy. China has historically maintained a high rate of savings. When reforms were initiated in 1979, domestic savings as a percentage of GDP stood at 32%. However, most Chinese savings during this period were generated by the profits of state-owned enterprises (SOEs), which were used by the central government for domestic 1 Calculated by CRS from data in Global Insight’s Country Intelligence on China’s Economy, Detailed Quarterly Forecast, January 2, 2008. CRS-5 investment. Economic reforms, which included the decentralization of economic production, led to substantial growth in Chinese household savings (these now account for half of Chinese domestic savings). As a result, savings as a percentage of GDP has steadily risen; it reached nearly 50% in 2005, among the highest savings rates in the world. Several economists have concluded that productivity gains (i.e., increases in efficiency in which inputs are used) were another major factor in China’s rapid economic growth. The improvements to productivity were caused largely by a reallocation of resources to more productive uses, especially in sectors that were formerly heavily controlled by the central government, such as agriculture, trade, and services. For example, agricultural reforms boosted production, freeing workers to pursue employment in the more productive manufacturing sector. China’s decentralization of the economy led to the rise of nonstate enterprises, which tended to pursue more productive activities than the centrally controlled SOEs. Additionally, a greater share of the economy (mainly the export sector) was exposed to competitive forces. Local and provincial governments were allowed to establish and operate various enterprises on market principles, without interference from the central government. In addition, foreign direct investment (FDI) in China brought with it new technology and processes that boosted efficiency. Measuring the Size of China’s Economy The actual size of the China’s economy has been a subject of extensive debate among economists. Measured in U.S. dollars using nominal exchange rates, China’s GDP in 2007 was $3.2 trillion; its per capita GDP (a commonly used living-standards measurement) was $2,450. Such data would indicate that China’s economy and living standards are significantly lower than those of the United States and Japan, respectively considered to be the number-one and number-two largest economies (see Table 2). Many economists, however, contend that using nominal exchange rates to convert Chinese data into U.S. dollars substantially underestimates the size of China’s economy. This is because prices in China for many goods and services are significantly lower than those in the United States and other developed countries. Economists have attempted to factor in these price differentials by using a purchasing CRS-6 power parity (PPP) measurement, which attempts to convert foreign currencies into U.S. dollars on the basis of the actual purchasing power of such currency (based on surveys of the prices of various goods and services) in each respective country. This PPP exchange rate is then used to convert foreign economic data in national currencies into U.S. dollars. Because prices for many goods and services are significantly lower in China than in the United States and other developed countries (while prices in Japan are higher), the PPP exchange rate raises the estimated size of Chinese economy from $3.2 trillion (nominal dollars) to $7.3 trillion (PPP dollars), significantly larger than Japan’s GDP in PPPs ($4.3 trillion), and a little over half the size of the U.S. economy. PPP data also raise China’s per capita GDP from $2,450 (nominal) to CRS-6 $5,380. The PPP figures indicate that, while the size of China’s economy is substantial, its living standards fall far below those of the U.S. and Japan. China’s per capita GDP on a PPP basis was only 11.7% of U.S. levels. Thus, even if China’s GDP were to overtake that of the United States in the next few decades, its living standards would likely remain substantially below those of the United States for many years to come.32 Table 2. Comparisons of U.S., Japanese, and Chinese GDP and Per Capita GDP in Nominal U.S. Dollars and PPP, 2007 Nominal GDP ($ billions) GDP in PPP ($ billions) Nominal Per Capita GDP Per Capita GDP in PPP 13,841 13,841 45,820 45,820 Japan 4,378 4,284 34,340 33,610 China 3,242 7,328 2,450 5,380 Country United States Source: Economist Intelligence Unit (estimated, based on World Bank Data). Foreign Direct Investment in China China’s trade and investment reforms and incentives led to a surge in foreign direct investment (FDI), which has been a major source of China’s capital growth. Annual utilized FDI in China (excluding the financial sector) grew from $636 million in 1983 to $75 billion in 2007.43 The cumulative level of FDI in China at the end of 32007 stood at nearly $760 billion, making China one of the world’s largest destinations of FDI. Based on cumulative FDI for 1979-2007 about 40% of FDI in China has come from Hong Kong, 9.7% from the British Virgin Islands,4 8.1% from Japan, and 7.4% from the United States. (See Table 3).5 The United States was China’s fifth largest 2 In December 2007, the World Bank lowered its previous estimate of China’s 2005 GDP on a PPP basis by 40% (to $5.3 trillion), based on price survey data supplied by the Chinese government for the first time. The new PPP estimates are believed to be more accurate than those made previously. See CRS Report RS22808, How Large is China’s Economy? Does it Matter?, by Wayne M. Morrison and Michael F. Martin. 43 In 2005, China announced that previous year’s FDI data excluded investment in the banking, insurance, and securities sectors. It henceforth began to report two overall FDI figures: one that includes the financial sector and one that excludes it. China’s FDI including the financial sector totaled $72.4 billion in 2005, $69.5 billion in 2006, and $82.7 (continued...) CRS-7 2007 stood at nearly $760 billion, making China one of the world’s largest destinations of FDI. Based on cumulative FDI for 1979-2007 about 40% of FDI in China has come from Hong Kong, 9.7% from the British Virgin Islands,5 8.1% from Japan, and 7.4% from the United States. (See Table 3).6 The United States was China’s fifth largest source of U.S. FDI in 2007, accounting for 3.5% of total.7billion in 2007. China does not include the financial sector in its country breakdown of FDI. 4 5 The British Virgin Islands is a large source of FDI because of its status as a tax haven. Much of the FDI originating from the British Virgin Islands and Hong Kong may originate from other foreign investors. For example, Taiwanese businesses are believed to invest in China through other countries in order to circumvent government restrictions. In addition, (continued...) CRS-7 source of U.S. FDI in 2007, accounting for 3.5% of total.6 U.S. FDI flows to China peaked at $5.4 billion in 2002, but have declined every year since. U.S. FDI in China in 2007 fell by nearly 13% over the previous year. The largest sector for FDI flows to China in 2007 was manufacturing, which accounted for about 55% of total (see Table 4).87 The Chinese government estimates that through June 2007, it had approved over 610,000 foreign funded companies and that 28 million people were employed by such firms (10% of all people employed in urban areas).9 4 (...continued) billion in 2007. China does not include the financial sector in its country breakdown of FDI. 5 The British Virgin Islands is a large source of FDI because of its status as a tax haven. 6 Much of the FDI originating from the British Virgin Islands and Hong Kong may originate from other foreign investors. For example, Taiwanese businesses are believed to invest in China through other countries in order to circumvent government restrictions. In addition,8 Table 3. Major Foreign Investors in China: 1979-2007 ($ billions and % of total) Cumulative Utilized FDI: 1979-2007 Country Total Hong Kong British Virgin Islands Japan United States Taiwan South Korea Utilized FDI in 2007 Amount % of Total Amount % of Total % Change over 2006 760.2 300.0 73.8 61.2 56.6 45.7 38.7 100.0 39.5 9.7 8.1 7.4 6.0 5.1 74.8 20.2 16.6 3.6 2.6 1.8 3.7 100.0 37.1 22.1 4.8 3.5 2.4 4.9 13.4 30.0 41.8 -24.6 -12.8 -20.4 -7.9 Source: Invest in China, [http://www.fdi.gov.cn]. Top six investors according to cumulative FDI from 1979 to 2007. Data do not reflect FDI in the financial sector, which the government does not report by country. Note: Chinese data on FDI differ significantly from that of investor countries. 5 (...continued) some Chinese investors might be using these locations to shift funds overseas in order to reinvest in China to take advantage of preferential investment policies (this practice is often referred to as “round-tipping”). Thus the actual level of FDI in China may be overstated. 76 According to the Chinese government , major U.S. investors in China (based on 2003 sales volumes) include Motorola ($5.8 billion in sales volume), General Motors ($2.2 billion), Dell Computer ($2.1 billion), Hewlett Packard ($1.3 billion), and Kodak ($0.6 billion). 87 Communications equipment, computers, and other electronic equipment accounted for the largest manufacturing sector for FDI. 9 Xinhua News Agency, August 28, 2007. CRS-8 Table 3. Major Foreign Investors in China: 1979-2007 ($ billions and % of total) Cumulative Utilized FDI: 1979-2007 Country Utilized FDI in 2007 Amount % of Total Amount % of Total % Change over 2006 760.2 300.0 73.8 61.2 56.6 45.7 38.7 100.0 39.5 9.7 8.1 7.4 6.0 5.1 74.8 20.2 16.6 3.6 2.6 1.8 3.7 100.0 37.1 22.1 4.8 3.5 2.4 4.9 13.4 30.0 41.8 -24.6 -12.8 -20.4 -7.9 Total Hong Kong British Virgin Islands Japan United States Taiwan South Korea Source: Invest in China, [http://www.fdi.gov.cn]. Top six investors according to cumulative FDI from 1979 to 2007. Data do not reflect FDI in the financial sector, which the government does not report by country. Note: Chinese data on FDI differ significantly from that of investor countries. Table 8 Xinhua News Agency, August 28, 2007. CRS-8 Table 4. Foreign Direct Investment by Sectors in 2007 ($ billions and % of total) Sectors Utilized FDI Sectors % of Total Total 74.8 100.0 Manufacturing 40.9 54.6 Real Estate Development 17.1 23.7 Leasing and Commercial Services 4.0 5.3 Wholesale and Retail Trade 2.7 3.6 Transport, Storage, and Posts 2.0 2.7 Source: Chinese National Bureau of Statistics. China’s Trade Patterns Economic reforms have transferred China into a major trading power. Chinese exports rose from $14 billion in 1979 to $1,218 billion in 2007, while imports over this period grew from $16 billion to $956 billion (see Table 5). In 2004, China surpassed Japan as the world’s third-largest trading economy, after the European Union (EU) and the United States, and in 2007 it may have become the second largest exporter, surpassing the United States. China’s exports has grown dramatically in recent years, doubling in size from 2004 to 2007, with an average annual growth rate of 29%. Imports over this period increased by 70%. China’s trade surplus, which totaled $32 billion in 2004, surged to $262 billion in 2007. CRS-9 Table 5. China’s Merchandise World Trade, 1979-2007 Year ($ billions) Exports Imports Trade Balance 1979 13.7 15.7 -2.0 1980 18.1 19.5 -1.4 1985 27.3 42.5 -15.3 1990 62.9 53.9 9.0 1995 148.8 132.1 16.7 2000 249.2 225.1 24.1 2001 266.2 243.6 22.6 2002 325.6 295.2 30.4 2003 438.4 412.8 25.6 2004 593.4 561.4 32.0 2005 762.0 660.1 101.9 2006 969.1 791.5 177.6 2007 1,218.0 955.8 262.2 2008 projection* 1,475.0 1,176.6 298.4 *Projections based on actual data for January-August 2008. Source: International Monetary Fund, Direction of Trade Statistics and Global Trade Atlas (using official Chinese statistics). CRS-9 Merchandise trade surpluses, large-scale foreign investment, and large purchases of foreign currencies to maintain its exchange rate with the dollar and other currencies have enabled China to accumulate the world’s largest foreign exchange reserves. China’s accumulation of foreign exchange reserves has been particularly acute over the past few years. China' total reserves reached $1.9 trillion at the end September $1.9 trillion, making it the world's largest holder. China’s Major Trading Partners China’s trade data often differ significantly from those of its major trading partners, especially with the United States. This is largely due to the large share of China’s trade (both exports and imports) passing through Hong Kong (which reverted back to Chinese rule in July 1997 but is treated as a separate customs area by most countries, including China and the United States). China treats a large share of its exports through Hong Kong as Chinese exports to Hong Kong for statistical purposes, while many countries that import Chinese products through Hong Kong generally attribute their origin to China for statistical purposes. According to Chinese trade data, its top five trading partners in 2007 were the European Union (EU), Japan, the United States, the 10 nations that constitute the Association of Southeast Asian Nations (ASEAN), and Hong Kong (see Table 6). China’s largest export markets were, the EU, the United States, and Hong Kong, while its top sources for imports were the Japan, the EU, and ASEAN (the United States ranked sixth). China maintained substantial trade surpluses with the United States, the EU, and Hong Kong, but had deficits with Japan and ASEAN. China CRS-10 reported that it had a $163 billion trade surplus with the United States (U.S. data show that it had a $256 billion deficit with China). U.S. trade data indicate that the importance of the U.S. market to China’s export sector is likely to be much higher than is reflected in Chinese trade data. Based on U.S. data on Chinese exports to the United States and Chinese data on total Chinese exports, it is estimated that Chinese exports to the United States as a share of total Chinese exports totaled 33.6% in 2007. A growing level of Chinese exports is from foreign-funded enterprises (FFEs) in China. According to Chinese data, FFEs were responsible for 57% of Chinese exports in 2007 compared with 41% in 1996. A large share of these FFEs are owned by Hong Kong and Taiwan investors, many of whom have shifted their labor-intensive, export-oriented, firms to China to take advantage of low-cost labor. A large share of the products made by such firms is likely exported to the United States. Additional information on China’s trade with other countries and regions, including Africa, Iran, and North Korea, can be found in Appendix 1. CRS-10 Table 6. China’s Major Trading Partners: 2007 ($ billions) Country European Union United States Japan ASEANa Hong Kong Total Trade Chinese Exports Chinese Imports 356.2 245.2 111.0 China’s Trade Balance 134.2 302.1 236.0 232.7 102.1 69.4 134.0 163.3 -31.9 202.5 197.2 94.2 184.3 108.4 12.8 -14.1 171.6 European Union United States Japan ASEANa Hong Kong Source: China Monthly Statistics. Note: Chinese data on its bilateral trade often differ substantially from the official trade data of many of its trading partners. a. Association of Southeast Asian Nations (ASEAN) member countries are Indonesia, Malaysia, the Philippines, Singapore, Thailand, Brunei, Cambodia, Laos, Myanmar (Burma), and Vietnam. Major Chinese Trade Commodities China’s abundance of cheap labor (the average labor cost per hour in China was $1.35, compared with $24.50 in the United States in 2006)109 has made it internationally competitive in many low-cost, labor-intensive manufactures. As a result, manufactured products constitute an increasingly larger share of China’s trade. A substantial amount of China’s imports is comprised of parts and components that are assembled in Chinese factories (major products include consumer electronic products and computers), then exported. China’s top 10 exports and imports in 2007 are listed in Tables 8 and 9, respectively, using the harmonized tariff system (HTS) on a four digit level. 109 EIU Industry Wire, April 4, 2007. CRS-11 Table 7. Major Chinese Exports: 2007 Description Total Exports 2007 ($billions % of Total Exports 2006-2007 % Change 1,218.0 100.0 25.7 Automatic data processing machines and units thereof; magnetic or optical readers, machines for transcribing and processing coded data, NESOI 93.5 7.7 0.5 Electric apparatus for line telephony etc, parts 78.6 6.5 566.2 Television receivers, including video monitors and video projectors 36.2 3.0 182.4 Parts etc for typewriters and other office machines 32.7 2.7 -0.9 Electronic integrated circuits and micro-assemblies; parts thereof 24.0 2.0 11.1 Liquid crystal devices nesoi, lasers, optical appliances and instruments, and parts 20.6 1.7 39.2 Printing machinery used for printing by means of plates, cylinders and other printing components; other printers, copying machines and facsimile machines, whether or not combined; parts and accessories thereof: printing machinery used for printing by means of plates, cylinders and other printing components 18.7 1.5 4,548.1 Sweaters, pullovers, and vests, etc, knit or crocheted 16.0 1.3 24.8 Electrical transformers, static converters (for example, rectifiers) and inductors; parts 14.2 1.2 29.1 Women’s or girls’ suits, ensembles, etc. not knit 13.4 1.1 7.8 Source: World Trade Atlas. Notes: Harmonized Tariff, four-digit level. NESOI means not elsewhere specified or included. CRS-12 Table 8. Major Chinese Imports: 2007 Value ($billions) % of Total 2006-2007 % Change Total 995.8 100.0 20.8 Electronic integrated circuits and microassemblies; parts thereof 129.5 13.5 20.8 Crude oil from petroleum and bituminous minerals 79.7 8.3 20.0 Liquid crystal devices NESOI; lasers; optical appliances and instruments NESOI; parts and accessories thereof 45.2 4.7 25.9 Iron ores and concentrates 33.8 3.5 62.5 Automatic data processing machines and units thereof; magnetic or optical readers, machines for transcribing and processing coded data, NESOI 20.0 2.1 0.5 Electric apparatus for line telephony etc, and parts 18.8 2.0 416.5 Parts etc for typewriters & other office machines 17.5 1.8 -8.7 Parts for television, radio and radar apparatus 19.7 2.5 18.8 Oil (not crude) from petrol and bituminous mineral etc. 16.3 1.7 5.0 Diodes, transistors and similar devices; photosensitive semiconductor devices; light-emitting diodes; mounted piezoelectric crystals; parts thereof 15.6 1.6 18.7 Soybeans 11.5 1.2 53.1 Description Source: World Trade Atlas. Notes: Harmonized Tariff, four-digit level. NESOI means not elsewhere specified or included. China’s Growing Appetite for Imported Oil China’s rapid economic growth has fueled a growing demand for energy, such as petroleum, and that demand is becoming an increasingly important factor in determining world oil prices. China is now the world’s second largest consumer of oil products (after the United States) at 7.8 million barrels per day (bpd) in 2007 (compared to 4.8 million in 2007), and that level is projected to 13.6 million bpd by 2030 (depending on China’s future growth and energy policies).1110 China became a net oil importer (i.e., imports minus exports) in 1993. Net oil imports grew from 632 11 Global Insight, Global Petroleum Outlook Forecast Tables (Long-Term), August 2008. CRS-13 thousand bpd in 1997 to about 3.7 million bpd in 2007, nearly a six fold increase (see 10 Global Insight, Global Petroleum Outlook Forecast Tables (Long-Term), August 2008. CRS-13 Figure 1), and making it the world’s third largest net oil importer (after the United States and Japan). China’s net oil imports are projected to rise to 13.1 million bpd by 2030, a level that would be comparable to the European Union in that year. China’s dependence on imported oil could rise from about the current level of about 50% to 80% by 2030.1211 Figure 1. China’s Net Oil Imports: 1997-2007 Source: U.S. Energy Administration. China’s Growing Overseas Direct Investment A key aspect of China’s economic growth strategy has been to attract foreign investment into China. However, in 2000, China’s leaders initiated a new “go global” strategy, which sought to encourage firms (especially state-owned enterprises) to invest overseas. The Chinese government generally refers to these activities as overseas direct investment (ODI). There appears to be several factors driving this investment: ! 1211 China’s massive accumulation of foreign exchange reserves has led government officials to seek more profitable ways of investing these holdings (which traditionally have mainly been put into relatively safe, low yield assets, such as U.S. Treasury securities). On International Energy Agency, 2007 World Energy Outlook, p. 168. Estimates are based on Reference Scenario projections, which assume no new government policies and measures or technological breakthroughs. CRS-14 safe, low yield assets, such as U.S. Treasury securities). On September 29, 2007, the Chinese government officially launched the China Investment Corporation (under the direction of the State Council) in an effort to better manage its foreign exchange reserves. It reportedly will initially manage over $200 billion, making it one of the world’s largest sovereign wealth funds. Some analysts believe that China will increasingly use its reserves to purchase foreign firms, or shares of foreign firms, that are perceived to be profitable. 1312 ! As a developing country, China has traditionally sought to attract FDI into the country in order to, through joint ventures, gain access to foreign technology and management skills to help domestic firms become more efficient and internationally competitive. Now the Chinese government is attempting to promote the development of internationally recognized Chinese brands. One strategy has been to purchase (or attempt to purchase) existing companies and their internationally-recognized brand names (as well as to obtain technology and management skills). For example, in April 2005 Lenovo Group Limited, a Chinese computer company, purchased IBM Corporation’s personal computer division for $1.75 billion.1312 On June 20, 2005, Haier Group, a major Chinese home appliances manufacturer, made a $1.28 billion bid to take over Maytag Corporation, although the bid was later withdrawn. ! Acquisition of energy and raw materials has been a major priority of China’s overseas investment strategy. As such, China has sought to either purchase or invest in foreign energy and raw material companies, infrastructure projects (such as oil and gas pipelines, oil refineries, and mines), and joint ventures.1413 For example, in June 2005, the China National Offshore Oil Corporation (CNOOC), through its Hong Kong subsidiary (CNOOC Ltd.), made a bid to buy a U.S. energy company, UNOCAL, for $18.5 billion, although CNOOC later withdrew its bid due to opposition by several congressional Members. In August 2005, the China National Petroleum Corporation (CNPC), China’s largest oil company, purchased PetroKazakhstan Inc., a Canadian-registered company, for $4.2 billion.1514 According to the Eurasia Group, since the 1990s CNPC has signed energy deals with Sudan worth $10 billion, with $4 billion in actual investment.1615 The Chinese government is believed to be the largest shareholder in the company. 1413 For a monthly listing of China’s international activities relating to energy and raw materials, see China Institute at the University of Alberta at [http://www.uofaweb. ualberta.ca/chinainstitute/index.cfm]. 15 1614 15 Asia Times, August 24, 2005. Eurasia Group, China’s Overseas Investments in Oil and Gas Production, October 16, 2006, p. 20. CRS-15 China reported that its ODI in 2007 (excluding the finance sector) totaled $18.7 billion (up from $2.9 billion in 2003), ranking it as the world’s 13th largest investor. It is estimated that China’s cumulative ODI through 2007 was $93.7 billion.1716 One Chinese official estimated that annual ODI flows could reach $60 billion, with a total cumulation of $120 billion by 2010.1817 Table 9 lists the top 10 destinations for China’s cumulative ODI as of 2005. Hong Kong was by far the major destination (accounting for 64%), followed by the Cayman Island, the British Virgin Islands, South Korea, and the United States.1918 Some analysts contend that much of the ODI going to Hong Kong and Caribbean islands represents “round tipping,” that is investment that is sent overseas but then re-invested elsewhere (including China). Some analysts suspect that some of that capital could be going into tax havens. Table 9. Top 10 Destinations for China’s Overseas Direct Investment: 2005 ($ millions) Country Hong Kong Cumulative FDI 36,510 Cayman Islands 8,936 British Virgin Islands 1,984 South Korea 882 United States 823 Macau 599 Australia 587 Russian Federation 466 Sudan 352 Bermuda 337 Total Chinese ODI 57,200 Source: China Statistical Yearbook, 2006. 1716 Cygnus, Economy Monitor, Chinese Economy, May-June 2008, p.7. 1817 Anbound-China Market, June 12, 2007 (for estimate of estimated annual flow in 2010) and Glob@l Finance Center, Chinese Outward Direct Investment (ODI), May 5, 2007 (for estimate of cumulative flow in 2010). 1918 In terms of regions, Asia accounted for 71.0% of China’s ODI, followed by Latin America (20.0%), Europe (2.8%), Africa (2.8%), North America (2.2%), and Oceania (1.1%). CRS-16 Major Long-Term Challenges Facing the Chinese Economy China’s economy has shown remarkable economic growth over the past several years, and many economists project that it will enjoy fairly healthy growth in the near future. However, economists caution that these projections are likely to occur only if China continues to make major reforms to its economy. Failure to implement such reforms could endanger future growth. 19 ! The global financial crisis. This crisis currently poses the biggest overall threat to China’s economic growth. China is highly dependent on foreign trade and investment for its economic growth and thus an economic slowdown among China’s major trading partners could have a big impact on China’s future growth (discussed in more detail below). ! An inflexible currency policy. China does not allow its currency to float and therefore must make large-scale purchases of dollars to keep the exchange rate within certain target levels. Although the yuan has appreciated someone since reforms were introduced in July 2005, analysts contend that it remains highly undervalued against the dollar. Economists warn that China’s currency policy has made the economy overly dependent on exports and fixed investment for growth and has promoted easy credit policies by the banks. These policies may undermine long-term economic stability by causing overproduction in various sectors, increasing the level of nonperforming loans held by the banks (see below), and boosting inflationary pressures.20 In recent months, the Chinese government has expressed growing concerns over “hot money” that is pouring in from outside the country from investors who hope to take advantage of China’s rapid economic growth and rising exchange rate with the dollar. Such hot money flows into the economy and adds additional inflationary pressures.21and boosting inflationary pressures.19 ! State-owned enterprises (SOEs), which account for about onethird of Chinese industrial production, put a heavy strain on China’s economy. Over half are believed to lose money and must be supported by subsidies, mainly through state banks. Government support of unprofitable SOEs diverts resources away from potentially more efficient and profitable enterprises. In addition, the poor financial condition of many SOEs makes it difficult for the government to reduce trade barriers out of fear that doing so would lead to widespread bankruptcies among many SOEs. ! The banking system faces several major difficulties due to its financial support of SOEs and its failure to operate solely on marketbased principles. China’s banking system is regulated and controlled by the central government, which sets interest rates and attempts to allocate credit to certain Chinese firms. The central 20 For further information on the economic consequences of China’s currency policy, see CRS Report RL32165, China’s Currency: Economic Issues and Options for U.S. Trade Policy, by Wayne M. Morrison and Marc Labonte. 21 See CRS Report RS22921, China's 'Hot Money' Problems, by Michael F. Martin and Wayne M. Morrison. CRS-17 government has used the banking system to keep afloat moneylosing SOEs by pressuring state banks to provide low- interest loans, without which a large number of the SOEs would likely go bankrupt. Currently, over 50% of state-owned bank loans now go to the SOEs, even though a large share of loans are not likely to be repaid. The precarious financial state of the Chinese banking system has made Chinese reformers reluctant to open the banking sector to foreign competition. Corruption poses another problem for China’s banking system because loans are often made on the basis of political connections. This system promotes widespread inefficiency in the economy because savings are generally not allocated on the basis of obtaining the highest possible returns. ! Growing public unrest. The Chinese government reported that there were over 87,000 protests (many of which became violent) in 2005 (compared with 53,000 protests in 2003) over such issues as pollution, government corruption, and land seizures.2220 A number of protests in China have stemmed in part from frustrations among many Chinese (especially peasants) that they are not benefitting from China’s economic reforms and rapid growth, and perceptions that those who are getting rich are doing so because they have connections with government officials. Protests have broken out over government land seizures and plant shutdowns in large part due to perceptions that these actions benefitted a select group with connections. A 2005 United Nations report stated that the income gap between the urban and rural areas was among the highest in the world and warned that this gap threatens social stability. The report urged China to take greater steps to improve conditions for the rural poor, and bolster education, health care, and the social security system.2321 The global financial crisis could lead to wide-spread layoffs in China, which could prompt worker unrest. ! The lack of the rule of law in China has led to widespread government corruption, financial speculation, and misallocation of investment funds. In many cases, government “connections,” not market forces, are the main determinant of successful firms in China. Many U.S. firms find it difficult to do business in China because rules and regulations are generally not consistent or transparent, contracts are not easily enforced, and intellectual property rights are not protected (due to the lack of an independent judicial system). The lack of the rule of law in China limits competition and undermines the efficient allocation of goods and services in the economy. Recent reports of slave labor in northern China has also raised public anger over the lack of enforcement of labor laws. ! Poor government regulatory environment. China maintains a weak and relatively decentralized government structure to regulate 2220 See CRS Report RL33416, Social Unrest in China, by Thomas Lum. 2321 China’s Human Development Report 2005. CRS-18 ! Poor government regulatory environment. China maintains a weak and relatively decentralized government structure to regulate economic activity in China. Laws and regulations often go unenforced or are ignored by local government officials. As a result, many firms cut corners in order to maximize profits. This has lead to a proliferation of unsafe food and consumer products being sold in China or exported abroad.2422 Growing concerns over the health and safety of Chinese products (such as fish, petfood, tires, and toys) in the United States and other countries could lead consumers to reduce their purchases of Chinese products and could undermine China’s efforts to develop and promote internationally recognized Chinese brands. ! Growing pollution. The level of pollution in China continues to worsen, posing series health risks to the population. The Chinese government often disregards its own environmental laws in order to promote rapid economic growth. According to the World Bank, 20 out of 30 of the world’s most polluted cities are in China, with significant costs to the economy (such as health problems, crop failures and water shortages). According to one government estimate, environmental damage costs the country $226 billion, or 10% of the country’s GDP, each year. The Chinese government estimates that there are over 300 million people living in rural areas that drink unsafe water (caused by chemicals and other contaminants). Toxic spills in 2005 and 2006 threatened the water supply of millions of people. China is the largest producer and consumer of coal, which accounts for about 70% of China’s energy use. Although growing environmental degradation has been recognized as a serious problem by China’s central government, it has found it difficult to induce local governments to comply with environmental laws, especially when such officials feel doing so will come at the expense of economic growth. In October 2006, the Chinese government formally outlined its goal of building a “harmonious socialist society” by taking steps (by 2020) to lessen income inequality, improve the rule of law, beef up environmental protection, reduce corruption, and improve the country’s social safety net (such as expanding health care and pension coverage to rural areas). In March 2007, the Chinese National People’s Congress (NPC) passed a law to strengthen property laws to help prevent local governments from unfairly seizing land from farmers, and in June 2007 it passed a new labor contract law to enhance labor rights. In addition, the government has scrambled to improve health and safety laws and regulations. 22 See CRS Report RS22713, Health and Safety Concerns Over U.S. Imports of Chinese Products: An Overview, by Wayne M. Morrison. CRS-19 Fallout From the Current Global Financial CrisisCrisis23 Although Chinese financial institutions are not believed to have invested heavily in U.S. sub-prime securities, it is likely that China’s economy will likely be indirectly 24 See CRS Report RS22713, Health and Safety Concerns Over U.S. Imports of Chinese Products: An Overview, by Wayne M. Morrison. CRS-19 impacted, mainly through economic slowdowns by its major trading partners (the United States, Europe, and Japan), which could significantly reduce China’s exports to these partners as well as diminished levels of FDI. Global Insight, an international forecasting firm, projected in October 2008 that China’s GDP growth would slow from 11.9% in 2007 to 9.8% in 2008, to 8.4% in 2009.2524 In addition, there have been numerous indicators of a slowdown in the economy even before the severity of the current global financial crisis became apparent. Chinese real GDP for January through September 2008 grew by 9.9%, which was 2.3 percentage points lower than growth in same period in 2007.2625 In March 2008, China's Labor and Social Security Minister Tian Chengping warned that the employment situation in China in 2008 was expected to be “very severe,” noting that towns and cities would be able to provide only 12 million new jobs out of 20 million new job seekers. More than half of China’s toy exporters reportedly shut down in the first seven months of 2008, and toy exports from January to August 2008 were 20.8% lower lower than they were during the same period in 2007.2726 The real estate market in several several Chinese cities has exhibited signs of a bursting bubble, including a slow down in construction, falling prices, and growing levels of unoccupied buildings. In addition, the value of China’s largest stock market, the Shanghai Stock Exchange Composite Composite Index, hadhas fallen by 56.2% two-thirds (from January 1 to September 1, 2008 (and, as of October 29, 2008 had lost 67% of its value for the year)November 4, 2008). China has taken a number of steps to stimulate its economy. On November 9, 2008, it announce that it would implement a two-year $586 billion stimulus package, mainly dedicated to infrastructure projects. Interest rates were cut twice in October and real estate taxes were cut. The government also pledged to cut export targets and boost subsidies to small and medium-sized firms. Analysts debate what role China might play in responding to the global financial crisis, given its huge foreign exchange reserves but its relative reluctance to become a major player in global economic affairs and its tendency to be cautious with its reserves. Some have speculated that China, in order to help stabilize its most important trading partner, the United States, would boost purchases of U.S. securities (especially Treasury securities).27 This would help the U.S. government fund the 23 For additional information, see CRS Report RS22984, China and the Global Financial Crisis: Implications for the United States by Wayne M. Morrison. 24 Global Insight, China, October 8, 2008. 25 In addition, year on year GDP growth in the third quarter was 9%. Exports grew by 22.3% , a drop of 4.8 percentage points over the same period in 2007. 26 China Xinhua News Agency, October 14, 2008. 27 In September 2008, China overtook Japan to become the largest foreign holder of U.S. (continued...) CRS-20 purchases of troubled assets and programs This would be in order to help fund the hundreds of billions of dollars that are expected to be spent by the U.S. government to purchase troubled assets and stimulate the economy.28 Additionally, China might try to shore up the U.S. economy by buying U.S. stocks. On September 21, 2008, the White House indicated that President Bush had called Chinese President Hu Jintao about the financial crisis and steps the Administration was planning to take. An unnamed Chinese trade official was reported by Inside U.S. Trade as stating that “the purpose of that call was to ask for China’s help to deal with this financial crisis by urging China to hold even more U.S. Treasury bonds and U.S. assets.” The official was further quoted as saying that China recognized that it “has a stake” in the health of the U.S. economy, both as a major market for Chinese exports and in terms of preserving the value of U.S.-based assets held by China” and that a stabilized U.S. 25 Global Insight, China, October 8, 2008. 26 In addition, year on year GDP growth in the third quarter was 9%. Exports grew by 22.3% , a drop of 4.8 percentage points over the same period in 2007. 27 28 China Xinhua News Agency, October 14, 2008. Such a move would help keep U.S. interest rates relatively low. Likewise, if China decided not to sharply increase its purchases of U.S. securities, U.S. interest rates could go up. CRS-20 held by China” and that a stabilized U.S. economy was in China’s own interest.29 Some contend that taking an active role to help the United States (and other troubled) economies would boost China’s image as a positive contributor to the world economic order, similar to what occurred during the 1997-1998 Asian financial crisis when it offered financial assistance to Thailand and pledged not to devalue its currency even though other East Asian economies had done so, a move that was highly praised by U.S. officials at the time. On the other hand, there are a number of reasons why China would be reluctant to significantly increase its purchases of U.S. investments. One concern would be whether increased Chinese investments in the U.S. economy would produce longterm economic benefits for China. Some Chinese investments in U.S. financial companies have fared poorly, and Chinese officials would be reluctant to put additional money into investments that were deemed to be too risky.30 Secondly, a sharp economic downturn of the Chinese economy would likely increase pressure on the government to invest money at home, rather than overseas. Many analysts (including some in China) have questioned the wisdom of China’s policy of investing a large volume of foreign exchange reserves in U.S. government securities (which offer a relatively low rate of return) when China has such huge development needs at home. Many Chinese officials contend that maintaining strong economic growth in China is the most effective action China can take to promote global growth. Several economists in the West have suggested for years that China should boost domestic spending and appreciate its currency to promote more balanced growth, greater economic efficiency, and improve the country’s living standards. While additional large-scale Chinese purchases of U.S. securities might provide short-term benefits to the U.S. economy and may be welcomed by some policymakers, they could also raise a number of issues and concerns. For example, some U.S. policymakers have expressed concern that China might try to use its large holdings of U.S. securities as leverage against U.S. policies it opposes. For example, various Chinese government officials reportedly suggested on a number of occasions in the past that China could dump (or threaten to dump) a large share of its holdings in order to counter U.S. pressure (such as threats of trade sanctions) on various trade issues (such as China’s currency policy).31 In exchange for new purchases of new U.S. debt , China would likely expect U.S. policymakers to lower expectations that China will move more rapidly to reform its financial sector and/or allow its currency to appreciate more substantially against the dollar. (China might even choose to depreciate its currency to help promote its export sector).32 Some analysts have 29 27 (...continued) Treasury securities. See CRS Report RL34314, China's Holdings of U.S. Securities: Implications for the U.S. Economy, by Wayne M. Morrison, Marc Labonte. 28 Such a move would help keep U.S. interest rates relatively low. Likewise, if China decided not to sharply increase its purchases of U.S. securities, U.S. interest rates could go up. 29 30 Inside U.S. Trade, China Trade Extra, September 24, 2008. 30 For example in June 2007, China’s sovereign wealth fund bought $3 billion worth of shares from Blackstone LP (a U.S. private equity firm) at $31 each, but the value of those shares fell to below $8 as of October 2008. 31 For additional information, see CRS Report RL34314, China's Holdings of U.S. Securities: Implications for the U.S. Economy, by Wayne M. Morrison and Marc Labonte. 32 Since its reforming its currency policy in July 2005, China has appreciated by 19% against the dollar. (An appreciating Chinese currency makes U.S. exports to China less expensive and makes U.S. imports from China more expensive). However, many U.S. policymakers (continued...) CRS-21 suggested that China could choose to utilize its reserves to buy a stakes in various distressed U.S. industries (such as autos). However, this could also raise concerns in the United States that China was being allowed to buy equity or ownership in U.S. firms at rock bottom prices, that technology and intellectual property from acquired firms would be transferred to Chinese government and business entities, and that becoming a large stakeholder in major U.S. companies would give the Chinese government enormous new political influence in the United States. U.S. policymakers have opposed a number of attempts by Chinese firms to acquire shares or ownership of U.S. firms.33 CRS-21 Appendix. China’s Growing Economic Ties with Africa, North Korea, and Iran China has sought to expand its trade with countries around the world, especially those that posses energy and raw materials China needs to sustain its rapid economic growth, such as those in Africa. Although China’s trade with these countries is relatively small (compared with its major trading partners), it is growing rapidly. China is also a major trading partner of various countries that pose challenges to U.S. foreign policy, such as Iran, Sudan, and North Korea.3431 China-Africa Trade China’s Imports From Africa. China’s imports from Africa as a percent of its total imports grew from 2.8% in 2004 to 3.8% in 2007 (to $36.3 billion).3532 As a whole, Africa was China’s seventh largest source of imports in 2007. China’s imports from Africa grew by 25.9% over the previous year (compared to total Chinese imports growth of 20.8%). Mineral fuels were by far China’s largest import from Africa, accounting for 72% of total imports. Angola was China’s largest source 32 (...continued) contend that China’s reforms have not gone far enough. 33 For example, efforts by a Chinese state owned oil company (CNOOC) in 2005 to purchase a U.S. energy company (Unocal) was widely opposed in Congress and eventually led the Chinese company to drop its bid. In 2007 a Chinese firm (Huawei) attempted to buy a stake in a U.S. technology company (3Com), but dropped its bid after a number of national security concerns were raised in a review by the U.S. Committee on Foreign Investment in the United States. 34 of imports from Africa, accounting for 35% of those imports in 2007, followed by South Africa, Sudan, the Congo, and Equatorial Guinea. China’s imports from Sudan were up 112% over the previous year (see Tables 11 and 12). In 2006, China was Sudan’s largest source of imports (18.2% of total).33 31 For additional information on policy challenges posed by North Korea, see CRS Report RL33590, North Korea’s Nuclear Weapons Development and Diplomacy, by Larry A. Niksch; and CRS Report RL32493, The North Korean Economy: Leverage and Policy Analysis, by Dick K. Nanto, Emma Chanlett-Avery. For information on policy challenges posed by Sudan, see CRS Report RL33574, Sudan: The Crisis in Darfur and Status of the North-South Peace Agreement, by Ted Dagne. 3532 In comparison, U.S. imports from Africa in 2006 were $92.0 billion. Note, the United States reports import trade data on a customs basis, while China reports imports on a cost, insurance, and freight (C.I.F.) basis. The C.I.F. basis differs from the customs basis in that the former includes the cost of insurance and freight and thus raises the value of imports (which the customs basis does not), by about 10%. CRS-22 of imports from Africa, accounting for 35% of those imports in 2007, followed by South Africa, Sudan, the Congo, and Equatorial Guinea. China’s imports from Sudan were up 112% over the previous year (see Tables 11 and 12). In 2006, China was Sudan’s largest source of imports (18.2% of total).36 33 Central Intelligence Agency, the 2008 World Factbook. CRS-22 Table 10. Top Five African Sources of Chinese Imports: 2004-2007 ($ millions) 2004 2005 2006 2007 2006-2007 % Change 15,641 21,114 28,768 36,330 25.9 Angola 4,718 6,581 10,931 12,885 17.9 South Africa 2,955 3,444 4,095 6,608 61.4 Sudan 1,706 2,615 1,941 4,114 111.9 Congo 1,569 2,278 2,785 2,828 1.6 995 1,486 2,538 1,697 -33.1 Africa Total Equatorial Guinea Source: World Trade Atlas. Official Chinese statistics. Table 11. Top Five Chinese Imports from Africa: 2004-2007 ($ millions and %) 2004 2005 2006 2007 % of Total 2007 2006-2007 % Change 10,135 14,676 21,083 25,997 71.8 23.3 1,393 1,577 2,116 3,298 9.1 55.9 Precious stones and metals 742 967 1,196 1,358 3.8 13.5 Wood 473 524 705 915 2.5 29.8 Iron and steel 439 475 315 851 2.4 170.6 HS 2 Commodity Description Mineral fuel, oil, etc Ores, slag, ash Source: World Trade Atlas. Official Chinese statistics. China’s Mineral Fuel Imports From Africa. Africa has become an important source of China’s surging energy needs. In 2007, 72% of China’s imports from Africa were mineral fuels. China’s fuel imports from Africa rose from $10.1 billion in 2004 to $26.0 billion in 2007. In 2007, Africa supplied 24.8% of China’s imported mineral fuels (compared with 9.1% in 1997). Angola was China’s second largest overall mineral fuel supplier and its largest African supplier. Other major African suppliers (and the world rank) of mineral fuel to China were Sudan (7th), the Congo (12th), Equatorial Guinea (18th), and Libya (19th) (see Table 12). 36 Central Intelligence Agency, the 2008 World Factbook. CRS-23 Table 12. Top Five African Suppliers of Mineral Fuel to China: 2007 Imports ($millions) Rank as a Supplier of Mineral Fuel to China Angola 12,876 2 Sudan 4,086 7 Congo 2,307 12 Equatorial Guinea 1,566 18 Libya 1,528 19 Africa Total 25,997 — Country Source: Global Trade Atlas. China’s Exports to Africa. The share of Chinese exports going to Africa rose from 2.3% in 2004 to 3.1% in 2007 (to $37.3 billion).3734 If Africa were treated as a single trading partner, it would rank as China’s seventh largest export market in 2007. Exports to Africa grew by 39.7% over the previous year (compared to China’s total exports growth of 25.7%). Major Chinese exports to Africa in 2007 included electrical machinery, machinery (such as computers and components), vehicles (mainly motorcycles and trucks), apparel, and iron and steel products. The top five African destinations of Chinese exports in 2007 were South Africa, Egypt, Nigeria, Algeria, and Morocco (see Tables 13 and 14). In 2006, China was Sudan’s second largest export market (31% of total).3835 Table 13. China’s Top Five African Export Markets: 2004-2007 ($ millions) 2004 2005 2006 2007 2006-2007 % Change Africa Total 13,815 18,687 26,705 37,314 39.7 South Africa 2,952 3,826 5,769 7,429 28.8 Egypt 1,389 1,935 2,976 4,432 48.9 Nigeria 1,719 2,305 2,856 3,800 33.1 Algeria 981 1,405 1,952 2,709 48.8 Morocco 944 1,206 1,570 2,162 37.8 Country Source: World Trade Atlas. Official Chinese statistics. 3734 In comparison, total U.S. exports to Africa in 2007 were $23.7 billion (2.0% of total U.S. exports in 2007). 3835 Central Intelligence Agency, the 2008 World Factbook CRS-24 Table 14. Top Five Chinese Exports to Africa: 2004-2007 ($ millions) 2004 2005 2006 2007 % of Total 2007 2006- 2007 % Change Electrical machinery and partsa 1,905 2,799 4,122 5,806 15.6 40.9 Machinery, mechanical appliances, and parts 1,374 2,141 3,220 4,517 12.1 40.3 Vehicles (excluding railway) 936 1,448 2,023 3,165 8.5 56.4 Knit apparel 828 938 1,537 2,940 7.9 91.3 Iron/steel products 654 903 1,225 1,920 5.1 56.7 HS 2 Commodity Description Source: World Trade Atlas. Official Chinese statistics. a. Includes electrical machinery and equipment and parts thereof; sound recorders and reproducers; television image and sound recorders and reproducers; and parts and accessories of such articles. China’s Trade with North Korea China is North Korea’s largest trading partner and a major supplier of foreign aid (largely in the form of food and fuel).3936 In 2007, Chinese exports to, and imports from, North Korea totaled $1.4 billion and $582 million, respectively. North Korea was China’s 68th largest source of imports (0.06% of total) and its 68th largest export market (0.11% of total).4037 Chinese exports to North Korea rose by 13.0% and imports were up 24.3%, over 2006 levels. China accounted for 37.3% of North Korea’s exports and 39.8% of its imports (2005 data).4138 According to Chinese data, its top five exports to North Korea (2007) were oil, machinery, electrical machinery (such as TVs), plastics, and vehicles (see Table 15), while its top imports from North Korea were ores, coal, woven apparel, fish, and iron and steel (see Table 16). 3936 See CRS Report RL31785, Foreign Assistance to North Korea, by Mark E. Manyin; and CRS Report RL32493, The North Korean Economy: Background and Policy Analysis, by Dick K. Nanto and Emma Chanlett-Avery. 4037 Source: World Trade Atlas. 4138 Economist Intelligence Unit, Country Report, North Korea, February 2008, p. 5. CRS-25 Table 15. Major Chinese Exports to North Korea: 2004-2007 ($ millions and % change) Total Exports Mineral fuel, oil, etc. (mainly oil) Machinery Electrical machinery (such as TVs) Plastics Vehicles (except railway) 2004 2005 2006 2007 795 204 40 46 32 18 1,085 286 77 57 52 28 1,232 348 83 98 52 28 1,392 402 104 69 55 54 2006-/2007 % Change 13.0 15.7 25.0 -29.0 5.0 92.1 Source: World Trade Atlas. Table 16. Major Chinese Imports from North Korea: 2004-2007 ($ millions and % change) Total Imports Mineral fuel, oil, etc. (mainly coal) Ores, slag, and ash Woven apparel Iron and steel Fish and seafood 2004 2005 2006 2007 582 53 59 49 75 261 497 112 92 58 72 92 468 102 118 63 35 43 582 170 164 60 45 30 2006-2007 % Change 24.3 55.1 38.5 -4.7 28.2 -30.8 Source: World Trade Atlas. China’s Trade With Iran According to the International Monetary Fund (IMF), China was Iran’s largest second trading partner, after EU in 2006.4239 China was Iran’s fourth largest export market (at $9.0 billion), and its second largest source of imports (at $4.9 billion). China has become an increasingly important trading partner for Iran in recent years. Iranian exports to China as a share of its total exports rose from 9.7% in 2002 to 12.9% in 2006, while Iranian imports from China as a share of its total imports increased from 4.7% to 10.6%. Iran constitutes a relatively minor, though growing, trading partner for China. According to Chinese data, Iran was its 16th largest trading partner in 2007. China’s exports to, and imports from, Iran totaled $7.3 billion and $13.3 billion, respectively. China’s exports to Iran rose by 62.1% and imports from Iran were up by 33.7%. China’s top exports to Iran in 2007 were iron and steel ($1.6 billion), machinery ($1.1 billion), vehicles and parts ($880 million). China’s imports from Iran were dominated by crude oil, which totaled $11.6 billion and constituted 87.2% of total 42 China was the largest if EU countries are counted separately. CRS-26 Chinese imports. Iran was China’s third largest source of mineral fuels imports in 39 China was the largest if EU countries are counted separately. CRS-26 2007; these constituted 11.1% of China’s total world oil of these products.4340 According to press reports, China’s state-owned oil companies have signed oil and gas deals with Iran worth over $100 billion.44 4341 40 The Iran Daily (July 25, 2007) contended that Iran had become China’s largest source of oil imports. 4441 Reuters News, December 21, 2006.