The Resistible Rise of U.S.-China Conflict
The structure of great-power rivalry may exclude a world of love and harmony, but it does not necessitate a world of immutable conflict.
Daniel Rosen Gets Situated on the China Bull-Bear Spectrum
The co-founder of Rhodium Group explains why ‘common prosperity’ has nothing to do with policy, why money flows into China are increasingly short-term, and why...
The Trickle-Down Economics in China’s Poverty Alleviation Drive
A look at the companies that helped carry out Xi Jinping's signature policy initiative.
Shaping Up and Shipping Out
Thanks to the supply chain bottleneck, China's shipbuilders are in high demand — a potential boon to the country's Navy.
The Longterm Consequences of China’s Cash-Strapped Cities
True deleveraging is painful, but it is also bad for policy innovation.
The Local Government Squeeze
How China’s property downturn could shake local governments.
China Must Restore Growth
China’s energy crisis and the Evergrande debacle do not pose systemic risks. But the persistent slowdown in economic growth does.
The China Bull
Beijing's recent regulatory actions have erased over $1 trillion of market value from Chinese equities — a disruption that hedge fund billionaire Ray Dalio refers...
The Party and Private Business: Lessons from History
Xi Jinping should be believed when he says that he intends to build China into a “modern socialist power.”
Carbon Neutrality with Chinese Characteristics
The facts favor China’s ambitious goal of reaching carbon neutrality by 2060.
China & the World Bank: Who Needs Whom?
Why does the world’s second-largest economy still borrow so much from the leading global development institution?
The Party Politics Driving Xi Jinping
Why now for Xi's blitz of economic reforms? China’s political calendar.