Debt Movements Reveal Much About Chinas Economic Imbalances
CommentaryDebt flows reveal much about the economic imbalances evident in China’s economy. Private businesses and households, seemingly devoid of confidence in the future, are...
Chinas Sad Economic Review
CommentaryRegular readers of this column will hardly be surprised by the disappointing economic picture emerging in China. Aside from exports, just about every...
China Scrambles to Catch Up With US AI Chip Tech
CommentaryChina appears to have made great technological progress, especially since the Biden administration cut off sales of advanced semiconductors and chip-making equipment to...
Beijings Yuan Ambitions Spark Some Seemingly Unrelated Policy Shifts
CommentaryBeijing, seemingly out of the blue, has liberalized two areas that it had previously regulated strictly. It has made it easier for Chinese institutions...
Beijing TriesYet Againto Beef Up Household Spending
CommentaryJust a few weeks ago, Beijing announced the country’s first-ever stand-alone five-year plan to increase consumer spending. China’s economy would benefit in several ways...
Trumps New Round of Tariffs
U.S. President Donald Trump is greeted by Chinese youth, a military honor guard, and military band as he departs Air Force One at...
Beijing May Be Creating a New Bubble and Potentially a New Crisis
CommentaryBeijing is forcing China’s banks to bet heavily on the state’s pro-technology agenda. While the country’s technological strides are truly dazzling, today’s practices...
Tech Self-Reliance Eludes Beijing
CommentaryBeijing’s big drive to make China technologically self-sufficient is proving more difficult than the authorities thought or at least admitted publicly.In this contest...
