Milton Ezrati

Chinas Property Crisis Grinds On and Continues to Hold Back the Economy

The property crisis that began in 2021 has had a long, ugly tail that seems to get ever longer.Construction workers leave a building site for a new office tower in the Central Business District in Beijing on April 3, 2025. Kevin Frayer/Getty Images1/23/2026|Updated: 1/23/2026CommentaryChina’s...

Upheaval in the World Trading System: The Roots Go Deeper Than Trump

Cars waiting to be loaded for export in Nanjing port, Jiangsu Province, China, on Nov. 6, 2025. STR/AFP via Getty Images1/14/2026|Updated: 1/14/2026CommentaryDepending on who is speaking, President Donald Trump gets most of the credit/blame for all the current upheaval in the global trading system....
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Chinas Pivot to the Global South Can Only Do So Much

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Chinas Slow Economy Seems Set to Go Even Slower in 2026

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China Suffering From US Restrictions on Chip Exports

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Chinas Central Bank Supports Xis Ambitions Over Immediate Economic Needs

A recent report makes clear that the central bank has chosen to sacrifice China’s...

China Takes Another Step in Its Effort to Dethrone Western Hegemony

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It Looks Like 2 Years at a Minimum Before Things Can Turn Around for Chinas Property Sector

Though property developers are starting to reschedule their finances, it’s just the first step...

Chinese Bank Mergers: Another Sign of Economic and Financial Fragility

In an acknowledgement of China’s precarious financial situation, Beijing has begun to engineer a...

Beijing, It Seems, Hopes That Used Car Salespeople Can Save China’s Economy

To boost consumer spending and revive China’s struggling economy, Beijing is targeting the used...

China’s Constraining Debt Load

CommentaryChina’s economic troubles have, in many ways, emerged from past policy blunders. Take, for...

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