Jason Bedford on the Weak Spots in Chinese Banks
The longtime analyst explains why China’s banking system is key to understanding its economy, and why its top lenders might be both stronger — and...
Oren Cass on The Benefits of Tariffs
The economist discusses the need for a new global trading system.
Elizabeth Economy on What the U.S. Should Want from China
The academic and former Biden administration advisor on what she tried to achieve in government and what Trump is getting right and wrong about China.
China is Not Undergoing Japanification
Comparing the China of today with the Japan of the 1990s won’t help fix the Chinese economy’s problems.
‘Deep-Sea Fishing’: Why China’s Local Governments Are Resorting to Extortion
Business confidence can only truly return in China when Beijing addresses the perverse incentives that prevail within the system.
What Will Happen at China’s Two Sessions?
This month’s meetings will offer crucial insights into where Beijing intends to steer the economy and how it might deal with Trump.
Going it Alone
How the U.S. learned to deploy hard-hitting economic strikes against its enemies — even when its allies were reluctant to join in.
China’s Overcapacity is Finally Reaching its Limits
Beijing has consistently failed to address the root causes of excess supply. The situation may now be out of its hands.
A Seat at Xi’s Table
A deep dive into the private companies invited to meet the Chinese leader.
The Great Brew Battle
After its Nasdaq-shaking accounting scandal of 2020, Luckin Coffee has staged a legendary comeback, surpassing even Starbucks in China in terms of revenue and store...
Barry Naughton on the State of the Xi Jinping Economy
The economist discusses Beijing’s recent stimulus efforts, and the long-term problems building up as China’s leader implements his model for the country.
China’s Struggles with a Consumer Society
The tightening of government controls over Chinese society over the past decade is especially at odds with its goal of spurring consumption.