Senior Moment
China’s demographics are poised to create a new ‘silver economy’ — but industry insiders say the nascent sector is still far from a sure bet.
The Tipping Point
Foreign companies face a reckoning in China as the risks of staying are generating diminishing returns.
China’s Struggle for Stability
Beijing’s efforts to stabilize its faltering economy have been too weak to date. The situation is likely to worsen following Donald Trump’s election win.
Peak Confusion: Why Betting on a Weakened China is a Bad Idea
Misdiagnosing China’s economic health and military potential could have serious consequences for American policy making.
Pietra Rivoli on How We Get the Goods We Buy
The author and economist talks about the way global trade has changed since she wrote her ground-breaking book on the way T-shirts get made and...
The EU’s duties on EVs are a turning point in EU-China relations
Besides taking defensive action against Chinese imports, Europe needs to better harness its own potential.
How China’s Economic Ties With Israel Are Shifting
A year on from the October 7 attacks, China’s trade with Israel has dipped while it has become ever more important to Iran.
Is Beijing’s Surprise Pivot Built to Last?
The Chinese government’s stimulus package has sparked a huge stock market rally, but it has much more to do to shift the economy into a...
What U.S. Interest-Rate Cuts Mean for China
The Fed’s easing cycle — and the more favorable external environment that it provides — creates an opportunity to address deflation and revive domestic market...
Broken Promises
In 2021, after four decades of exponential growth in China’s economy, Xi Jinping revived the party slogan “common prosperity” in order to address the country’s...
Steeling for Trouble
China’s economic stimulus has brought some short term relief to its steel industry but the longer term picture still looks difficult.
Not a Fiscal Bazooka, More like a Machine Gun
China’s latest economic stimulus measures are likely to provide only a temporary boost: much more fundamental change is needed to shift the country’s growth higher.