Chips Galore
Plus, Robert Kuhn offers the contrarian take on Xi Jinping and Alec Ash recommends new China books.
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China’s Fiscal Challenges
Chinese policymakers must address a flawed financing structure.
Cai Xia on How Xi Jinping Overturned the Pillars of Marxism
The CCP insider-turned-dissident talks about how Xi Jinping changed the Central Party School, where she was a teacher, and destroyed the CCP's 'democratic centralism'; how...
Made in Michigan?
A look at Gotion High-Tech, its rapid growth, and its overseas expansion strategy, including to the United States.
Xi Jinping’s Overconcentration of Power
The costs of Xi’s overreach and his lack of power sharing are frustrating members of China’s elite.
Is the Benefit of China’s Zero-COVID Policy Worth the Cost?
The Chinese strategy may be more economically sound than many assume, but it is time for the country to adopt a less severe approach.
The New Superweapon
Earlier this month, when the Biden administration imposed the most sweeping export restrictions yet on semiconductors, it represented the culmination of a U.S. tech policy...
‘Everything We’re Competing On’
The tiny chips at the center of a giant rivalry.
James Fok on the Flawed Dollar System
The financial markets and HKEx veteran talks about the mistake of decoupling; China's international markets predicament; and why mutual dependencies in the global financial system...
Xi Jinping By the Numbers
Ten years after Xi Jinping ascended to China’s top leadership position, the Chinese Communist Party is a party remade. More than at any point in...
Illusions of Control
Public messaging that Xi Jinping is further consolidating power at the 20th Party Congress would make a financial crisis in China more probable.
Coal Comeback?
Following a summer of power shortages, Beijing is sending mixed messages about the role of coal in China's energy mix.