Thinking About China
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...
Chexit: The Global Asset Managers Exiting China
CommentaryFidelity International (FIL) is reportedly the latest fund manager to plan a pullout from its China fund. FIL launched a wholly-owned subsidiary in...
Chinas Deep Reach Into the US Telecom Network
CommentaryWhat’s a little eavesdropping between friends?If only that were the case.China’s Long March Into US NetworksThe truth is that China has spent years...
The False Refuge: Why Turning to China Is No Answer for Disillusioned Western Allies
CommentaryPeriods of geopolitical frustration often tempt nations into strategic overcorrections. Today, as some Western allies grow disillusioned with the United States—frustrated by political...
Going to China or Hong Kong? The Questions You Should Ask Before You Fly
CommentaryOn Aug. 18, I met my friend at Pearson International Airport in Toronto, Canada. He is a Christian missionary. Early last year, he...
The Back Door: China, USMCA, and the Fracture in North American Trade
CommentaryOver the past several days, bilateral trade talks between the United States and Canada have broken down.U.S. Trade Representative Jamieson Greer stated that...
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...
Is Chinas Long Slowdown a Structural Collapse?
CommentaryChina’s ongoing economic deconstruction is like watching a train wreck in slow motion, with one boxcar after another coming off the track. The...
